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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$773K Sell
32,397
-34,820
-52% -$830K 0.03% 444
2025
Q1
$1.29M Sell
67,217
-171,268
-72% -$3.3M 0.06% 389
2024
Q4
$4.84M Buy
+238,485
New +$4.84M 0.2% 144