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Disclosery

Franklin Resources: XLF position timeline

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

Franklin Resources held 16,873 XLF 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 16,873 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $904,562.

    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 16,819 shares
    Change vs previous 13F -98,222 shares

    <0.01% of the 13F portfolio, value $830,355.

    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 115,041 shares
    Change vs previous 13F +99,676 shares

    <0.01% of the 13F portfolio, value $6,300,794.

    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 15,365 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $827,713.

    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 15,365 shares
    Change vs previous 13F -70,937 shares

    <0.01% of the 13F portfolio, value $804,665.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 15,365 shares
    • Clearbridge Investments, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 86,302 shares
    Change vs previous 13F -1,515 shares

    <0.01% of the 13F portfolio, value $4,298,703.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 78,943 shares
    • Clearbridge Investments, LLC: 7,359 shares

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

  7. period ended2024-12-31
    13F 87,817 shares
    Change vs previous 13F -4,232 shares

    <0.01% of the 13F portfolio, value $4,244,192.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 78,443 shares
    • Clearbridge Investments, LLC: 9,374 shares

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

  8. period ended2024-09-30
    13F/A 92,049 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,285,647.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 77,018 shares
    • Clearbridge Investments, LLC: 15,031 shares

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