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Atria Investments’s Franklin US Core Bond ETF FLCB Stock Holding History

Atria Investments’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.87M Buy
227,776
+10,491
+5% +$225K 0.05% 392
2026
Q1 		$4.67M Buy
217,285
+28,587
+15% +$619K 0.05% 392
2025
Q4 		$4.08M Buy
188,698
+14,498
+8% +$315K 0.05% 446
2025
Q3 		$3.78M Buy
174,200
+77,107
+79% +$1.66M 0.04% 481
2025
Q2 		$2.09M Sell
97,093
-317,372
-77% -$6.75M 0.02% 703
2025
Q1 		$8.91M Sell
414,465
-9,870
-2% -$210K 0.11% 206
2024
Q4 		$8.95M Buy
424,335
+2,206
+0.5% +$47.2K 0.11% 206
2024
Q3 		$9.29M Buy
422,129
+30,395
+8% +$659K 0.12% 206
2024
Q2 		$8.28M Sell
391,734
-12,768
-3% -$268K 0.11% 207
2024
Q1 		$8.63M Buy
404,502
+52,483
+15% +$1.12M 0.12% 194
2023
Q4 		$7.61M Buy
352,019
+79,443
+29% +$1.65M 0.12% 207
2023
Q3 		$5.59M Buy
272,576
+214,375
+368% +$4.51M 0.1% 254
2023
Q2 		$1.25M Buy
+58,201
New +$1.26M 0.02% 753

Other funds holding FLCB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.91% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Slagle Financial Edwardsville, Illinois $334M AUM 29.08% 1-Year Est. Return

Atria Investments's FLCB Position: Q2 2026 in Review

Atria Investments increased its Franklin US Core Bond ETF (FLCB) stake by 4.8% in Q2 2026, buying an estimated $225K and bringing the position to 227,776 shares worth $4.87M. The position accounts for 0.05% of the portfolio, ranked #392.

Atria Investments first reported a position in FLCB in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.29M in Q3 2024. 29 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

  • Atria Investments held 227,776 shares of Franklin US Core Bond ETF worth $4.87M as of Q2 2026.
  • Atria Investments bought 10,491 Franklin US Core Bond ETF shares in Q2 2026, an estimated $225K.
  • Franklin US Core Bond ETF made up 0.05% of Atria Investments's portfolio in Q2 2026, its #392 holding.
  • Atria Investments first reported a position in Franklin US Core Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Atria Investments's Franklin US Core Bond ETF position peaked at $9.29M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.