ACM
FLBL icon

Anfield Capital Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Anfield Capital 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
2025
Q4 		– Sell
-5,026
Closed -$121K – 585
2025
Q3 		$121K Hold
5,026
– – 0.04% 112
2025
Q2 		$122K Buy
5,026
+180
+4% +$4.31K 0.04% 102
2025
Q1 		$117K Buy
4,846
+1,385
+40% +$33.6K 0.04% 89
2024
Q4 		$84K Hold
3,461
– – 0.03% 108
2024
Q3 		$84K Buy
3,461
+875
+34% +$21.3K 0.03% 111
2024
Q2 		$63.1K Buy
+2,586
New +$63.1K 0.03% 102

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Anfield Capital Management's FLBL Position: Q4 2025 in Review

Anfield Capital Management sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 5,026 shares — an estimated $121K sold.

Anfield Capital Management first reported a position in FLBL in Q2 2024 and held it in 6 quarters. The position peaked at $122K in Q2 2025. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • Anfield Capital Management reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Anfield Capital Management sold 5,026 Franklin Senior Loan ETF shares in Q4 2025, an estimated $121K.
  • Anfield Capital Management first reported a position in Franklin Senior Loan ETF in Q2 2024 and held it in 6 quarters.
  • Anfield Capital Management's Franklin Senior Loan ETF position peaked at $122K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Anfield Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.