NYLIM
BEN icon

New York Life Investment Management’s Franklin Templeton BEN Stock Holding History

New York Life Investment Management’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 		$2.73M Buy
81,945
+2,503
+3% +$74.9K 0.02% 499
2026
Q1 		$1.88M Buy
79,442
+9,151
+13% +$235K 0.02% 558
2025
Q4 		$1.68M Sell
70,291
-2,779
-4% -$63.8K 0.01% 542
2025
Q3 		$1.69M Sell
73,070
-1,605
-2% -$39.7K 0.01% 569
2025
Q2 		$1.78M Buy
74,675
+56
+0.1% +$1.15K 0.02% 550
2025
Q1 		$1.44M Buy
74,619
+725
+1% +$14.5K 0.01% 592
2024
Q4 		$1.5M Sell
73,894
-2,709
-4% -$57.1K 0.01% 595
2024
Q3 		$1.54M Buy
76,603
+31,534
+70% +$679K 0.02% 620
2024
Q2 		$1.01M Buy
45,069
+825
+2% +$19.9K 0.01% 678
2024
Q1 		$1.24M Sell
44,244
-1,425
-3% -$39.3K 0.01% 632
2023
Q4 		$1.36M Buy
45,669
+2,324
+5% +$57.8K 0.01% 603
2023
Q3 		$1.07M Sell
43,345
-424
-1% -$11.5K 0.01% 614
2023
Q2 		$1.17M Sell
43,769
-269
-0.6% -$6.95K 0.01% 585
2023
Q1 		$1.19M Buy
44,038
+204
+0.5% +$5.96K 0.01% 591
2022
Q4 		$1.16M Sell
43,834
-254
-0.6% -$6.31K 0.01% 608
2022
Q3 		$948K Buy
44,088
+449
+1% +$11.5K 0.01% 621
2022
Q2 		$1.02M Buy
+43,639
New +$1.12M 0.01% 619

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 York Life Investment Management's BEN Position: Q2 2026 in Review

New York Life Investment Management increased its Franklin Templeton (BEN) stake by 3.2% in Q2 2026, buying an estimated $74.9K and bringing the position to 81,945 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #499.

New York Life Investment Management first reported a position in BEN in Q2 2022 and has held it in 17 quarters since. 664 funds tracked by Wall St. Rank hold BEN as of Q2 2026.

  • New York Life Investment Management held 81,945 shares of Franklin Templeton worth $2.73M as of Q2 2026.
  • New York Life Investment Management bought 2,503 Franklin Templeton shares in Q2 2026, an estimated $74.9K.
  • Franklin Templeton made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #499 holding.
  • New York Life Investment Management first reported a position in Franklin Templeton in Q2 2022 and has held it in 17 quarters since.
  • 664 funds tracked by Wall St. Rank held Franklin Templeton as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.