Franklin Resources: USB position timeline

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

Franklin Resources held 10,052,246 USB 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 10,052,246 shares
Change vs previous 13F +488,220 shares
0.1% of the 13F portfolio, value $607,155,678.
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
- FRANKLIN RESOURCES INC: 10,040,127 shares
- Clearbridge Investments, LLC: 12,119 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,564,026 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $497,424,994.
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
- FRANKLIN RESOURCES INC: 9,551,907 shares
- Clearbridge Investments, LLC: 12,119 shares
Acceptance time not in the bulk data set (spec §4.2).