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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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.