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Franklin Resources shares owned by New Age Alpha Advisors

Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by New Age Alpha Advisors from 13F filings

Historical chart of New Age Alpha Advisors investment in Franklin Resources

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All positions including Franklin Resources held by New Age Alpha Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Resources by New Age Alpha Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $740k 32k 23.13
2025-06-30 $773k 32k 23.85
2025-03-31 $1.3M 67k 19.25
2024-12-31 $4.8M 239k 20.29