Franklin Resources: SOBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on SOBO, newest first. How the timeline and the estimate are built.

Franklin Resources held 9,009,705 SOBO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 9,009,705 shares
Change vs previous 13F +172,236 shares
0.05% of the 13F portfolio, value $317,494,468.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 154,597 shares
- Clearbridge Investments, LLC: 8,855,108 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,837,469 shares
Change vs previous 13F +1,441,617 shares
0.06% of the 13F portfolio, value $294,456,918.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 167,512 shares
- Clearbridge Investments, LLC: 8,669,957 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,395,852 shares
Change vs previous 13F +221,705 shares
0.04% of the 13F portfolio, value $203,168,589.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 132,887 shares
- Clearbridge Investments, LLC: 7,262,965 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,174,147 shares
Change vs previous 13F +7,070,246 shares
0.04% of the 13F portfolio, value $202,956,617.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 121,046 shares
- Clearbridge Investments, LLC: 7,053,101 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 103,901 shares
Change vs previous 13F -43,877 shares
<0.01% of the 13F portfolio, value $2,698,203.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 93,385 shares
- Clearbridge Investments, LLC: 10,516 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 147,778 shares
Change vs previous 13F -113,328 shares
<0.01% of the 13F portfolio, value $3,774,258.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 147,778 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 261,106 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $6,153,962.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 150,418 shares
- Clearbridge Investments, LLC: 110,688 shares
Acceptance time not in the bulk data set (spec §4.2).