Franklin Resources: UFCS position timeline

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

Franklin Resources held 68,241 UFCS 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 68,241 shares
Change vs previous 13F -5,963 shares
<0.01% of the 13F portfolio, value $3,578,559.
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 74,204 shares
Change vs previous 13F -4,864 shares
<0.01% of the 13F portfolio, value $2,750,000.
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 79,068 shares
Change vs previous 13F -375 shares
<0.01% of the 13F portfolio, value $2,874,122.
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: 16,398 shares
- Brandywine Global Investment Management, LLC: 62,670 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 79,443 shares
Change vs previous 13F +21,405 shares
<0.01% of the 13F portfolio, value $2,416,656.
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: 14,573 shares
- Brandywine Global Investment Management, LLC: 64,870 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 58,038 shares
Change vs previous 13F +30,820 shares
<0.01% of the 13F portfolio, value $1,665,691.
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: 13,348 shares
- Brandywine Global Investment Management, LLC: 44,690 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 27,218 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $801,842.
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: 13,348 shares
- Brandywine Global Investment Management, LLC: 13,870 shares
Acceptance time not in the bulk data set (spec §4.2).