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Disclosery

Franklin Resources: UMBF position timeline

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

Franklin Resources held 1,040,234 UMBF 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 1,040,234 shares
    Change vs previous 13F +76,518 shares

    0.03% of the 13F portfolio, value $148,503,874.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 340,610 shares
    • Clearbridge Investments, LLC: 699,624 shares

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

  2. period ended2026-03-31
    13F 963,716 shares
    Change vs previous 13F +2,975 shares

    0.02% of the 13F portfolio, value $108,697,545.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 314,145 shares
    • Clearbridge Investments, LLC: 649,571 shares

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

  3. period ended2025-12-31
    13F 960,741 shares
    Change vs previous 13F +35,939 shares

    0.02% of the 13F portfolio, value $110,523,674.

    13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 346,704 shares
    • Clearbridge Investments, LLC: 614,037 shares

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

  4. period ended2025-09-30
    13F 924,802 shares
    Change vs previous 13F +217,798 shares

    0.02% of the 13F portfolio, value $109,450,351.

    13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 319,912 shares
    • Clearbridge Investments, LLC: 604,890 shares

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

  5. period ended2025-06-30
    13F 707,004 shares
    Change vs previous 13F +389,899 shares

    0.01% of the 13F portfolio, value $74,348,575.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 336,068 shares
    • Clearbridge Investments, LLC: 370,936 shares

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

  6. period ended2025-03-31
    13F 317,105 shares
    Change vs previous 13F +8,561 shares

    0.01% of the 13F portfolio, value $32,059,316.

    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).

  7. period ended2024-12-31
    13F 308,544 shares
    Change vs previous 13F +26,186 shares

    0.01% of the 13F portfolio, value $34,822,276.

    13F-HR 0000038777-25-000026 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).

  8. period ended2024-09-30
    13F/A 282,358 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,875,849.

    13F-HR/A 0000038777-24-000215 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).