Franklin Resources: XBI position timeline

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

Franklin Resources held 592,856 XBI 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 592,856 shares
Change vs previous 13F +142,074 shares
0.02% of the 13F portfolio, value $93,819,534.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 169,117 shares
- Clearbridge Investments, LLC: 423,739 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 450,782 shares
Change vs previous 13F +20,652 shares
0.01% of the 13F portfolio, value $57,578,324.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 33,763 shares
- Clearbridge Investments, LLC: 417,019 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 430,130 shares
Change vs previous 13F +36,727 shares
0.01% of the 13F portfolio, value $52,445,723.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 34,139 shares
- Clearbridge Investments, LLC: 395,991 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 393,403 shares
Change vs previous 13F -389,446 shares
0.01% of the 13F portfolio, value $39,418,961.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 32,895 shares
- Clearbridge Investments, LLC: 360,508 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 782,849 shares
Change vs previous 13F -87,319 shares
0.01% of the 13F portfolio, value $64,921,708.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 46,570 shares
- Clearbridge Investments, LLC: 736,279 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 870,168 shares
Change vs previous 13F +224,575 shares
0.02% of the 13F portfolio, value $70,570,657.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 55,395 shares
- Clearbridge Investments, LLC: 814,773 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 645,593 shares
Change vs previous 13F +91,341 shares
0.01% of the 13F portfolio, value $58,142,106.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 73,929 shares
- Clearbridge Investments, LLC: 571,664 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 554,252 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $54,781,694.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 79,989 shares
- Clearbridge Investments, LLC: 474,263 shares
Acceptance time not in the bulk data set (spec §4.2).