Northwestern Mutual Investment Management Company’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $327K | Sell |
9,829
-2
| -0% | -$60 | ﹤0.01% | 852 |
|
|
2026
Q1 | $232K | Buy |
9,831
+9
| +0.1% | +$232 | ﹤0.01% | 868 |
|
|
2025
Q4 | $235K | Buy |
9,822
+59
| +0.6% | +$1.35K | ﹤0.01% | 868 |
|
|
2025
Q3 | $226K | Sell |
9,763
-128
| -1% | -$3.16K | ﹤0.01% | 865 |
|
|
2025
Q2 | $236K | Buy |
9,891
+31
| +0.3% | +$639 | ﹤0.01% | 863 |
|
|
2025
Q1 | $190K | Buy |
9,860
+50
| +0.5% | +$1K | ﹤0.01% | 874 |
|
|
2024
Q4 | $199K | Buy |
9,810
+30
| +0.3% | +$632 | ﹤0.01% | 869 |
|
|
2024
Q3 | $197K | Buy |
9,780
+237
| +2% | +$5.11K | ﹤0.01% | 871 |
|
|
2024
Q2 | $213K | Buy |
9,543
+20
| +0.2% | +$482 | 0.01% | 871 |
|
|
2024
Q1 | $268K | Buy |
9,523
+601
| +7% | +$16.6K | 0.01% | 857 |
|
|
2023
Q4 | $266K | Sell |
8,922
-55
| -0.6% | -$1.37K | 0.01% | 860 |
|
|
2023
Q3 | $221K | Sell |
8,977
-29
| -0.3% | -$784 | 0.01% | 863 |
|
|
2023
Q2 | $241K | Buy |
9,006
+40
| +0.4% | +$1.03K | 0.01% | 863 |
|
|
2023
Q1 | $242K | Buy |
8,966
+62
| +0.7% | +$1.81K | 0.01% | 856 |
|
|
2022
Q4 | $235K | Sell |
8,904
-1,646
| -16% | -$40.9K | 0.01% | 816 |
|
|
2022
Q3 | $227K | Sell |
10,550
-639
| -6% | -$16.4K | 0.01% | 860 |
|
|
2022
Q2 | $261K | Buy |
11,189
+4
| +0% | +$102 | 0.01% | 866 |
|
|
2022
Q1 | $312K | Sell |
11,185
-1,457
| -12% | -$44.5K | 0.01% | 875 |
|
|
2021
Q4 | $423K | Sell |
12,642
-148
| -1% | -$4.87K | 0.01% | 845 |
|
|
2021
Q3 | $380K | Buy |
12,790
+422
| +3% | +$13.2K | 0.01% | 848 |
|
|
2021
Q2 | $396K | Sell |
12,368
-4
| -0% | -$130 | 0.01% | 849 |
|
|
2021
Q1 | $366K | Sell |
12,372
-2,581
| -17% | -$70.5K | 0.01% | 857 |
|
|
2020
Q4 | $374K | Sell |
14,953
-284
| -2% | -$6.34K | ﹤0.01% | 873 |
|
|
2020
Q3 | $320K | Hold |
15,237
| – | – | ﹤0.01% | 874 |
|
|
2020
Q2 | $320K | Buy |
15,237
+816
| +6% | +$15.4K | ﹤0.01% | 876 |
|
|
2020
Q1 | $241K | Buy |
14,421
+3,586
| +33% | +$82.3K | ﹤0.01% | 857 |
|
|
2019
Q4 | $281K | Buy |
10,835
+94
| +0.9% | +$2.55K | 0.01% | 881 |
|
|
2019
Q3 | $310K | Sell |
10,741
-425
| -4% | -$13K | 0.01% | 858 |
|
|
2019
Q2 | $389K | Sell |
11,166
-33,739
| -75% | -$1.15M | 0.01% | 816 |
|
|
2019
Q1 | $1.49M | Sell |
44,905
-261
| -0.6% | -$8.24K | 0.03% | 464 |
|
|
2018
Q4 | $1.34M | Sell |
45,166
-8,328
| -16% | -$256K | 0.02% | 479 |
|
|
2018
Q3 | $1.63M | Sell |
53,494
-7,541
| -12% | -$243K | 0.02% | 492 |
|
|
2018
Q2 | $1.96M | Buy |
61,035
+1,785
| +3% | +$59.8K | 0.03% | 455 |
|
|
2018
Q1 | $2.06M | Sell |
59,250
-14,567
| -20% | -$592K | 0.03% | 421 |
|
|
2017
Q4 | $3.2M | Buy |
73,817
+46
| +0.1% | +$1.99K | 0.05% | 337 |
|
|
2017
Q3 | $3.28M | Sell |
73,771
-4,802
| -6% | -$210K | 0.05% | 313 |
|
|
2017
Q2 | $3.52M | Buy |
78,573
+8,865
| +13% | +$379K | 0.06% | 299 |
|
|
2017
Q1 | $2.94M | Buy |
69,708
+29,865
| +75% | +$1.24M | 0.05% | 312 |
|
|
2016
Q4 | $1.58M | Buy |
39,843
+5,075
| +15% | +$190K | 0.03% | 320 |
|
|
2016
Q3 | $1.24M | Buy |
34,768
+20,708
| +147% | +$732K | 0.03% | 368 |
|
|
2016
Q2 | $469K | Sell |
14,060
-197
| -1% | -$7.16K | 0.01% | 599 |
|
|
2016
Q1 | $557K | Sell |
14,257
-138
| -1% | -$4.88K | 0.01% | 512 |
|
|
2015
Q4 | $530K | Sell |
14,395
-48
| -0.3% | -$1.88K | 0.01% | 520 |
|
|
2015
Q3 | $538K | Sell |
14,443
-43
| -0.3% | -$1.86K | 0.01% | 525 |
|
|
2015
Q2 | $710K | Buy |
14,486
+206
| +1% | +$10.6K | 0.01% | 490 |
|
|
2015
Q1 | $733K | Buy |
+14,280
| New | +$758K | 0.01% | 498 |
|
Other funds holding BEN
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VF
Northwestern Mutual Investment Management Company's BEN Position: Q2 2026 in Review
Northwestern Mutual Investment Management Company reduced its Franklin Resources (BEN) stake by 0.02% in Q2 2026, selling an estimated $60 and leaving 9,829 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #852.
Northwestern Mutual Investment Management Company first reported a position in BEN in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.52M in Q2 2017. 460 funds tracked by Wall St. Rank hold BEN as of Q2 2026.
- Northwestern Mutual Investment Management Company held 9,829 shares of Franklin Resources worth $327K as of Q2 2026.
- Northwestern Mutual Investment Management Company sold 2 Franklin Resources shares in Q2 2026, an estimated $60.
- Franklin Resources made up ﹤0.01% of Northwestern Mutual Investment Management Company's portfolio in Q2 2026, its #852 holding.
- Northwestern Mutual Investment Management Company first reported a position in Franklin Resources in Q1 2015 and has held it in 46 quarters since.
- Northwestern Mutual Investment Management Company's Franklin Resources position peaked at $3.52M in Q2 2017.
- 460 funds tracked by Wall St. Rank held Franklin Resources as of Q2 2026.
Based on Northwestern Mutual Investment Management Company's 13F filing for Q2 2026, filed 12 Aug 2026.