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Disclosery

Franklin Resources: USPX position timeline

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

Franklin Resources held 12,036,298 USPX 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 12,036,298 shares
    Change vs previous 13F +325,106 shares

    0.17% of the 13F portfolio, value $785,970,219.

    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 11,711,192 shares
    Change vs previous 13F +159,827 shares

    0.16% of the 13F portfolio, value $666,014,658.

    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 11,551,365 shares
    Change vs previous 13F +401,364 shares

    0.17% of the 13F portfolio, value $690,537,733.

    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 11,150,001 shares
    Change vs previous 13F +2,634,653 shares

    0.16% of the 13F portfolio, value $653,164,361.

    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 8,515,348 shares
    Change vs previous 13F -1,212,083 shares

    0.12% of the 13F portfolio, value $462,931,934.

    13F-HR 0000038777-25-000153 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).

  6. period ended2025-03-31
    13F 9,727,431 shares
    Change vs previous 13F +741,617 shares

    0.14% of the 13F portfolio, value $476,484,446.

    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 8,985,814 shares
    Change vs previous 13F -9,971,258 shares

    0.13% of the 13F portfolio, value $461,365,413.

    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 18,957,072 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $969,630,678.

    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).