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New Age Alpha Advisors’s Franklin Templeton BEN Stock Holding History

New Age Alpha Advisors’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 		$2.19M Buy
65,835
+19,302
+41% +$578K 0.09% 278
2026
Q1 		$1.1M Sell
46,533
-1,543
-3% -$39.7K 0.05% 394
2025
Q4 		$1.15M Buy
48,076
+16,065
+50% +$369K 0.05% 384
2025
Q3 		$740K Sell
32,011
-386
-1% -$9.54K 0.03% 455
2025
Q2 		$773K Sell
32,397
-34,820
-52% -$718K 0.03% 445
2025
Q1 		$1.29M Sell
67,217
-171,268
-72% -$3.43M 0.06% 390
2024
Q4 		$4.84M Buy
+238,485
New +$5.02M 0.2% 144

Other funds holding BEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCOC
Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

New Age Alpha Advisors's BEN Position: Q2 2026 in Review

New Age Alpha Advisors increased its Franklin Templeton (BEN) stake by 41% in Q2 2026, buying an estimated $578K and bringing the position to 65,835 shares worth $2.19M. The position accounts for 0.09% of the portfolio, ranked #278.

New Age Alpha Advisors first reported a position in BEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.84M in Q4 2024. 668 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • New Age Alpha Advisors held 65,835 shares of Franklin Templeton worth $2.19M as of Q2 2026.
  • New Age Alpha Advisors bought 19,302 Franklin Templeton shares in Q2 2026, an estimated $578K.
  • Franklin Templeton made up 0.09% of New Age Alpha Advisors's portfolio in Q2 2026, its #278 holding.
  • New Age Alpha Advisors first reported a position in Franklin Templeton in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Franklin Templeton position peaked at $4.84M in Q4 2024.
  • 668 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.