Convergence Financial’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Convergence Financial’s Portfolio FLCO Stock Details FLCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5M	Buy	+910,087	New	+$19.7M	2.07%	11

Other funds holding FLCO

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Convergence Financial's FLCO Position: Q1 2026 in Review

Convergence Financial opened a new position in Franklin Investment Grade Corporate ETF (FLCO) in Q1 2026: 910,087 shares worth $19.5M. The stake represents 2.07% of the portfolio and ranks #11 among its holdings.

48 funds tracked by Wall St. Rank hold FLCO as of Q1 2026.

Convergence Financial held 910,087 shares of Franklin Investment Grade Corporate ETF worth $19.5M as of Q1 2026.
Franklin Investment Grade Corporate ETF was a new Convergence Financial position in Q1 2026.
Franklin Investment Grade Corporate ETF made up 2.07% of Convergence Financial's portfolio in Q1 2026, its #11 holding.
48 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.