AMALGAMATED BANK

Bank

Position in BEN — Franklin Resources Inc

CIK 919192 NEW YORK, NY

Position in BEN

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,705,985

+$376,061 QoQ

Shares Held

51,277

-8.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#228

of 662 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AMALGAMATED BANK holds $136,402,748 across 31 Asset Management names. BEN ranks #18 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	25,427	$24,449,586
2	BX	Blackstone Inc.	147,565	$17,363,973
3	KKR	KKR & Co. Inc.	123,022	$11,290,959
4	APO	Apollo Global Management, Inc.	77,619	$9,183,103
5	STT	State Street Corp	47,282	$8,019,027
6	AMP	Ameriprise Financial Inc	15,754	$7,227,305
7	EQH	Equitable Holdings, Inc.	128,481	$5,637,746
8	NTRS	Northern Trust Corp	32,078	$5,576,439

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,705,985	51,277	-8.9%	Shares	Sole	2026-07-23
2026-03-31	$1,329,924	56,305	-5.8%	Shares	Sole	2026-05-08
2025-12-31	$1,427,833	59,767	+2.8%	Shares	Sole	2026-02-05
2025-09-30	$1,345,125	58,155	-2.8%	Shares	Sole	2025-10-29
2025-06-30	$1,427,327	59,846	-0.1%	Shares	Sole	2025-08-04
2025-03-31	$1,153,248	59,909	+2.4%	Shares	Sole	2025-04-25
2024-12-31	$1,186,985	58,501	-2.1%	Shares	Sole	2025-02-04
2024-09-30	$1,203,680	59,736	-28.4%	Shares	Sole	2024-10-30
2024-06-30	$1,864,012	83,401	+2.5%	Shares	Sole	2024-08-12
2024-03-31	$2,286,523	81,342	+10.6%	Shares	Sole	2024-04-23
2023-12-31	$2,191,263	73,557	-8.4%	Shares	Sole	2024-02-06
2023-09-30	$1,972,938	80,266	+11.2%	Shares	Sole	2023-11-08
2023-06-30	$1,927,527	72,165	-1.9%	Shares	Sole	2023-08-11
2023-03-31	$1,982,514	73,590	-22.7%	Shares	Sole	2023-05-02
2022-12-31	$2,512,167	95,230	+33.2%	Shares	Sole	2023-02-10
2022-09-30	$1,538,034	71,470	-5.5%	Shares	Sole	2022-11-09
2022-06-30	$1,762,842	75,626	+5.9%	Shares	Sole	2022-08-15
2022-03-31	$1,994,548	71,438	-6.6%	Shares	Sole	2022-08-25
2021-12-31	$2,560,544	76,457	-9.6%	Shares	Sole	2022-02-15
2021-09-30	$2,513,360	84,568	-2.0%	Shares	Sole	2021-10-29
2021-06-30	$2,759,681	86,267	+473.5%	Shares	Sole	2021-08-16
2021-03-31	$445,243	15,042	-2.1%	Shares	Sole	2021-05-13
2020-12-31	$383,771	15,357	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$312,087	15,336	-2.8%	Shares	Sole	2020-10-30
2020-06-30	$330,717	15,771	-60.9%	Shares	Sole	2020-08-10
2020-03-31	$672,690	40,305	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.