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Amalgamated Bank’s Franklin Resources BEN Stock Holding History

Amalgamated Bank’s Portfolio BEN Stock Details BEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71M Sell
51,277
-5,028
-9% -$151K 0.01% 906
2026
Q1 		$1.33M Sell
56,305
-3,462
-6% -$89.1K 0.01% 967
2025
Q4 		$1.43M Buy
59,767
+1,612
+3% +$37K 0.01% 947
2025
Q3 		$1.34M Sell
58,155
-1,691
-3% -$41.8K 0.01% 961
2025
Q2 		$1.43M Sell
59,846
-63
-0.1% -$1.3K 0.01% 910
2025
Q1 		$1.15M Buy
59,909
+1,408
+2% +$28.2K 0.01% 973
2024
Q4 		$1.19M Sell
58,501
-1,235
-2% -$26K 0.01% 991
2024
Q3 		$1.2M Sell
59,736
-23,665
-28% -$510K 0.01% 982
2024
Q2 		$1.86M Buy
83,401
+2,059
+3% +$49.6K 0.02% 857
2024
Q1 		$2.29M Buy
81,342
+7,785
+11% +$214K 0.02% 802
2023
Q4 		$2.19M Sell
73,557
-6,709
-8% -$167K 0.02% 874
2023
Q3 		$1.97M Buy
80,266
+8,101
+11% +$219K 0.02% 875
2023
Q2 		$1.93M Sell
72,165
-1,425
-2% -$36.8K 0.02% 905
2023
Q1 		$1.98M Sell
73,590
-21,640
-23% -$632K 0.02% 869
2022
Q4 		$2.51M Buy
95,230
+23,760
+33% +$590K 0.02% 812
2022
Q3 		$1.54M Sell
71,470
-4,156
-5% -$107K 0.01% 950
2022
Q2 		$1.76M Buy
75,626
+4,188
+6% +$107K 0.02% 913
2022
Q1 		$2M Sell
71,438
-5,019
-7% -$153K 0.02% 924
2021
Q4 		$2.56M Sell
76,457
-8,111
-10% -$267K 0.02% 827
2021
Q3 		$2.51M Sell
84,568
-1,699
-2% -$53K 0.02% 828
2021
Q2 		$2.76M Buy
86,267
+71,225
+474% +$2.31M 0.02% 820
2021
Q1 		$445K Sell
15,042
-315
-2% -$8.61K 0.02% 1048
2020
Q4 		$384K Buy
15,357
+21
+0.1% +$469 0.01% 1104
2020
Q3 		$312K Sell
15,336
-435
-3% -$9.14K 0.01% 1092
2020
Q2 		$331K Sell
15,771
-24,534
-61% -$463K 0.02% 1055
2020
Q1 		$673K Sell
40,305
-1,629
-4% -$37.4K 0.02% 770
2019
Q4 		$1.09M Buy
41,934
+2,153
+5% +$58.5K 0.02% 774
2019
Q3 		$1.15M Sell
39,781
-776
-2% -$23.7K 0.02% 682
2019
Q2 		$1.41M Buy
40,557
+1,498
+4% +$50.9K 0.03% 604
2019
Q1 		$1.29M Buy
39,059
+1,023
+3% +$32.3K 0.03% 601
2018
Q4 		$1.13M Sell
38,036
-1,257
-3% -$38.7K 0.03% 605
2018
Q3 		$1.2M Sell
39,293
-1,602
-4% -$51.6K 0.03% 582
2018
Q2 		$1.31M Buy
40,895
+46
+0.1% +$1.54K 0.03% 611
2018
Q1 		$1.42M Sell
40,849
-1,154
-3% -$46.9K 0.04% 527
2017
Q4 		$1.82M Buy
42,003
+3,721
+10% +$161K 0.05% 400
2017
Q3 		$1.7M Buy
38,282
+429
+1% +$18.8K 0.05% 361
2017
Q2 		$1.7M Buy
37,853
+12,735
+51% +$544K 0.06% 344
2017
Q1 		$1.06M Buy
25,118
+1,469
+6% +$61K 0.05% 405
2016
Q4 		$936K Buy
23,649
+6,786
+40% +$254K 0.04% 503
2016
Q3 		$600K Sell
16,863
-223
-1% -$7.89K 0.03% 647
2016
Q2 		$609K Buy
17,086
+3,308
+24% +$120K 0.04% 641
2016
Q1 		$538K Buy
13,778
+3,651
+36% +$129K 0.05% 494
2015
Q4 		$373K Sell
10,127
-3,360
-25% -$131K 0.05% 615
2015
Q3 		$503K Buy
13,487
+358
+3% +$15.5K 0.05% 502
2015
Q2 		$644K Sell
13,129
-476
-3% -$24.4K 0.06% 399
2015
Q1 		$698K Buy
13,605
+3,187
+31% +$169K 0.09% 293
2014
Q4 		$577K Sell
10,418
-1,539
-13% -$85K 0.09% 286
2014
Q3 		$653K Buy
11,957
+573
+5% +$32.1K 0.1% 245
2014
Q2 		$658K Buy
11,384
+909
+9% +$49.7K 0.1% 231
2014
Q1 		$568K Sell
10,475
-210
-2% -$11.3K 0.1% 264
2013
Q4 		$617K Sell
10,685
-115
-1% -$6.2K 0.1% 233
2013
Q3 		$546K Buy
+10,800
New +$521K 0.18% 144

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Amalgamated Bank's BEN Position: Q2 2026 in Review

Amalgamated Bank reduced its Franklin Resources (BEN) stake by 8.9% in Q2 2026, selling an estimated $151K and leaving 51,277 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #906.

Amalgamated Bank first reported a position in BEN in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.76M in Q2 2021. 372 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • Amalgamated Bank held 51,277 shares of Franklin Resources worth $1.71M as of Q2 2026.
  • Amalgamated Bank sold 5,028 Franklin Resources shares in Q2 2026, an estimated $151K.
  • Franklin Resources made up 0.01% of Amalgamated Bank's portfolio in Q2 2026, its #906 holding.
  • Amalgamated Bank first reported a position in Franklin Resources in Q3 2013 and has held it in 52 quarters since.
  • Amalgamated Bank's Franklin Resources position peaked at $2.76M in Q2 2021.
  • 372 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.