CF
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Claris Financial’s Franklin Senior Loan ETF FLBL Stock Holding History

Claris Financial’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
-8,735
Closed -$210K – 183
2025
Q3 		$210K Buy
+8,735
New +$211K 0.12% 161

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

Claris Financial's FLBL Position: Q4 2025 in Review

Claris Financial sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 8,735 shares — an estimated $210K sold.

Claris Financial first reported a position in FLBL in Q3 2025 and held it in 1 quarter. The position peaked at $210K in Q3 2025. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • Claris Financial reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Claris Financial sold 8,735 Franklin Senior Loan ETF shares in Q4 2025, an estimated $210K.
  • Claris Financial first reported a position in Franklin Senior Loan ETF in Q3 2025 and held it in 1 quarter.
  • Claris Financial's Franklin Senior Loan ETF position peaked at $210K in Q3 2025.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Claris Financial's 13F filing for Q4 2025, filed 19 Feb 2026.