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Utah Retirement Systems: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Utah Retirement Systems on BEN, newest first. How the timeline and the estimate are built.

Utah Retirement Systems held 14,249 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,249 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $474,064.

    13F-HR 0001548392-26-000005 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 14,249 shares
    Change vs previous 13F -1,998 shares

    <0.01% of the 13F portfolio, value $336,561.

    13F-HR 0001548392-26-000003 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,247 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $388,141.

    13F-HR 0001548392-26-000001 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,247 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $375,793.

    13F-HR 0001548392-25-000009 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,247 shares
    Change vs previous 13F -342 shares

    <0.01% of the 13F portfolio, value $387,491.

    13F-HR 0001085146-25-005115 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,589 shares
    Change vs previous 13F +1,289 shares

    <0.01% of the 13F portfolio, value $319,338.

    13F-HR 0001085146-25-003174 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,300 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $310,437.

    13F-HR 0001085146-25-001720 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $308,295.

    13F-HR 0001085146-24-005733 filed by Utah Retirement Systems
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).