Buckingham Strategic Wealth’s Franklin Financial Network, Inc. FSB Stock Holding History

Buckingham Strategic Wealth’s Portfolio FSB Stock Details FSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,064	Closed	-$208K	–	529
2019 Q4	$208K	Buy	+6,064	New	+$200K	0.02%	433
2018 Q4	–	Sell	-6,064	Closed	-$237K	–	393
2018 Q3	$237K	Hold	6,064	–	–	0.04%	314
2018 Q2	$228K	Buy	+6,064	New	+$214K	0.04%	316
2018 Q1	–	Sell	-6,064	Closed	-$207K	–	353
2017 Q4	$207K	Hold	6,064	–	–	0.04%	295
2017 Q3	$216K	Hold	6,064	–	–	0.05%	264
2017 Q2	$250K	Hold	6,064	–	–	0.06%	243
2017 Q1	$235K	Hold	6,064	–	–	0.07%	218
2016 Q4	$254K	Hold	6,064	–	–	0.08%	187
2016 Q3	$227K	Buy	+6,064	New	+$206K	0.08%	195

Other funds holding FSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Buckingham Strategic Wealth's FSB Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Franklin Financial Network, Inc. (FSB) in Q1 2020, closing a stake of 6,064 shares — an estimated $208K sold.

Buckingham Strategic Wealth first reported a position in FSB in Q3 2016 and held it in 9 quarters. The position peaked at $254K in Q4 2016. 108 funds tracked by Wall St. Rank hold FSB as of Q1 2020.

Buckingham Strategic Wealth reported no remaining Franklin Financial Network, Inc. position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 6,064 Franklin Financial Network, Inc. shares in Q1 2020, an estimated $208K.
Buckingham Strategic Wealth first reported a position in Franklin Financial Network, Inc. in Q3 2016 and held it in 9 quarters.
Buckingham Strategic Wealth's Franklin Financial Network, Inc. position peaked at $254K in Q4 2016.
108 funds tracked by Wall St. Rank held Franklin Financial Network, Inc. as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.