New Age Alpha Advisors’s Franklin Resources 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 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

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

New Age Alpha Advisors's BEN Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Franklin Resources (BEN) stake by 3.2% in Q1 2026, selling an estimated $39.7K and leaving 46,533 shares worth $1.1M. The position accounts for 0.05% of the portfolio, ranked #394.

New Age Alpha Advisors first reported a position in BEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.84M in Q4 2024. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

New Age Alpha Advisors held 46,533 shares of Franklin Resources worth $1.1M as of Q1 2026.
New Age Alpha Advisors sold 1,543 Franklin Resources shares in Q1 2026, an estimated $39.7K.
Franklin Resources made up 0.05% of New Age Alpha Advisors's portfolio in Q1 2026, its #394 holding.
New Age Alpha Advisors first reported a position in Franklin Resources in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's Franklin Resources position peaked at $4.84M in Q4 2024.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.