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Franklin Resources: SR position timeline

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

Franklin Resources held 324,757 SR 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 324,757 shares
    Change vs previous 13F +287,755 shares

    0.01% of the 13F portfolio, value $25,360,275.

    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 37,002 shares
    Change vs previous 13F -3,487 shares

    <0.01% of the 13F portfolio, value $3,350,161.

    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 40,489 shares
    Change vs previous 13F +122 shares

    <0.01% of the 13F portfolio, value $3,348,441.

    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 40,367 shares
    Change vs previous 13F -628,939 shares

    <0.01% of the 13F portfolio, value $3,290,718.

    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 669,306 shares
    Change vs previous 13F -178,307 shares

    0.01% of the 13F portfolio, value $48,852,645.

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

    • FRANKLIN RESOURCES INC: 669,306 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 847,613 shares
    Change vs previous 13F -22,924 shares

    0.02% of the 13F portfolio, value $66,325,718.

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

    • FRANKLIN RESOURCES INC: 658,924 shares
    • Brandywine Global Investment Management, LLC: 188,689 shares

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

  7. period ended2024-12-31
    13F 870,537 shares
    Change vs previous 13F -134,962 shares

    0.02% of the 13F portfolio, value $59,048,524.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 674,538 shares
    • Brandywine Global Investment Management, LLC: 195,999 shares

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

  8. period ended2024-09-30
    13F/A 1,005,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $65,618,865.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 724,596 shares
    • Brandywine Global Investment Management, LLC: 280,903 shares

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