New York Life Investment Management’s Franklin Senior Loan ETF FLBL Stock Holding History

New York Life Investment Management’s Portfolio FLBL Stock Details FLBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$62M	Buy	2,697,016 +32,203	+1%	+$745K	0.52%	32
2025 Q4	$62.4M	Sell	2,664,813 -947,346	-26%	-$22.5M	0.54%	33
2025 Q3	$86.8M	Buy	3,612,159 +999,969	+38%	+$24.2M	0.76%	21
2025 Q2	$63.3M	Buy	+2,612,190	New	+$62.5M	0.59%	28

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

New York Life Investment Management's FLBL Position: Q1 2026 in Review

New York Life Investment Management increased its Franklin Senior Loan ETF (FLBL) stake by 1.2% in Q1 2026, buying an estimated $745K and bringing the position to 2,697,016 shares worth $62M. The position accounts for 0.52% of the portfolio, ranked #32.

New York Life Investment Management first reported a position in FLBL in Q2 2025 and has held it in 4 quarters since. The position peaked at $86.8M in Q3 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

New York Life Investment Management held 2,697,016 shares of Franklin Senior Loan ETF worth $62M as of Q1 2026.
New York Life Investment Management bought 32,203 Franklin Senior Loan ETF shares in Q1 2026, an estimated $745K.
Franklin Senior Loan ETF made up 0.52% of New York Life Investment Management's portfolio in Q1 2026, its #32 holding.
New York Life Investment Management first reported a position in Franklin Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
New York Life Investment Management's Franklin Senior Loan ETF position peaked at $86.8M in Q3 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.