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Disclosery

Franklin Resources: SOFI position timeline

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

Franklin Resources held 79,503 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,503 shares
    Change vs previous 13F -2,426 shares

    <0.01% of the 13F portfolio, value $1,425,488.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 81,929 shares
    Change vs previous 13F -96,429 shares

    <0.01% of the 13F portfolio, value $1,301,032.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 178,358 shares
    Change vs previous 13F +76,759 shares

    <0.01% of the 13F portfolio, value $4,669,413.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 101,599 shares
    Change vs previous 13F +87,803 shares

    <0.01% of the 13F portfolio, value $2,684,246.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,796 shares
    Change vs previous 13F +2,596 shares

    <0.01% of the 13F portfolio, value $251,226.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $130,256.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).