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 Q2	$97.8M	Buy	4,268,479 +1,571,463	+58%	+$36.1M	0.68%	29
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

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

SAS

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

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York Life Investment Management increased its Franklin Senior Loan ETF (FLBL) stake by 58% in Q2 2026, buying an estimated $36.1M and bringing the position to 4,268,479 shares worth $97.8M. The position accounts for 0.68% of the portfolio, ranked #29.

New York Life Investment Management first reported a position in FLBL in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

New York Life Investment Management held 4,268,479 shares of Franklin Senior Loan ETF worth $97.8M as of Q2 2026.
New York Life Investment Management bought 1,571,463 Franklin Senior Loan ETF shares in Q2 2026, an estimated $36.1M.
Franklin Senior Loan ETF made up 0.68% of New York Life Investment Management's portfolio in Q2 2026, its #29 holding.
New York Life Investment Management first reported a position in Franklin Senior Loan ETF in Q2 2025 and has held it in 5 quarters since.
83 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

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