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Capital Analysts LLC’s Franklin US Core Bond ETF FLCB Stock Holding History

Capital Analysts LLC’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 		$4.7M Buy
219,579
+219,167
+53,196% +$4.69M 0.11% 155
2026
Q1 		$9K Buy
+412
New +$8.92K ﹤0.01% 1268
2025
Q3 		– Sell
-474
Closed -$10K – 1442
2025
Q2 		$10K Buy
+474
New +$10.1K ﹤0.01% 1142

Other funds holding FLCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Capital Analysts LLC's FLCB Position: Q2 2026 in Review

Capital Analysts LLC increased its Franklin US Core Bond ETF (FLCB) stake by 53,196% in Q2 2026, buying an estimated $4.69M and bringing the position to 219,579 shares worth $4.7M. The position accounts for 0.11% of the portfolio, ranked #155.

Capital Analysts LLC first reported a position in FLCB in Q2 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

  • Capital Analysts LLC held 219,579 shares of Franklin US Core Bond ETF worth $4.7M as of Q2 2026.
  • Capital Analysts LLC bought 219,167 Franklin US Core Bond ETF shares in Q2 2026, an estimated $4.69M.
  • Franklin US Core Bond ETF made up 0.11% of Capital Analysts LLC's portfolio in Q2 2026, its #155 holding.
  • Capital Analysts LLC first reported a position in Franklin US Core Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.