Franklin Resources: UBSI position timeline

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

Franklin Resources held 224,790 UBSI 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 224,790 shares
Change vs previous 13F -4,622 shares
<0.01% of the 13F portfolio, value $10,302,126.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 229,412 shares
Change vs previous 13F +27,105 shares
<0.01% of the 13F portfolio, value $9,502,245.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 202,307 shares
Change vs previous 13F +54,267 shares
<0.01% of the 13F portfolio, value $7,768,589.
13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 84,765 shares
- Brandywine Global Investment Management, LLC: 117,542 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 148,040 shares
Change vs previous 13F -2,613 shares
<0.01% of the 13F portfolio, value $5,508,569.
13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 26,098 shares
- Brandywine Global Investment Management, LLC: 121,942 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 150,653 shares
Change vs previous 13F -4,063 shares
<0.01% of the 13F portfolio, value $5,488,289.
13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 24,261 shares
- Brandywine Global Investment Management, LLC: 126,392 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 154,716 shares
Change vs previous 13F -5,687 shares
<0.01% of the 13F portfolio, value $5,364,004.
13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 23,164 shares
- Brandywine Global Investment Management, LLC: 131,552 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 160,403 shares
Change vs previous 13F -14,268 shares
<0.01% of the 13F portfolio, value $6,023,133.
13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 23,838 shares
- Brandywine Global Investment Management, LLC: 136,565 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 174,671 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $6,546,670.
13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 31,994 shares
- Brandywine Global Investment Management, LLC: 142,677 shares
Acceptance time not in the bulk data set (spec §4.2).