Key Client Fiduciary Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Key Client Fiduciary Advisors’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
2026 Q2	$934K	Buy	40,741 +88	+0.2%	+$2.02K	0.27%	78
2026 Q1	$935K	Buy	40,653 +172	+0.4%	+$3.98K	0.32%	66
2025 Q4	$948K	Buy	40,481 +419	+1%	+$9.93K	0.32%	64
2025 Q3	$962K	Buy	40,062 +118	+0.3%	+$2.85K	0.32%	64
2025 Q2	$968K	Sell	39,944 -6,771	-14%	-$162K	0.39%	59
2025 Q1	$1.12M	Sell	46,715 -2,218	-5%	-$53.7K	0.51%	49
2024 Q4	$1.19M	Buy	48,933 +389	+0.8%	+$9.45K	0.52%	47
2024 Q3	$1.18M	Sell	48,544 -2,196	-4%	-$53.3K	0.53%	43
2024 Q2	$1.24M	Sell	50,740 -850	-2%	-$20.7K	0.62%	36
2024 Q1	$1.26M	Sell	51,590 -3,300	-6%	-$80.2K	0.67%	33
2023 Q4	$1.33M	Sell	54,890 -1,100	-2%	-$26.4K	0.77%	30
2023 Q3	$1.35M	Sell	55,990 -1,440	-3%	-$34.7K	0.83%	32
2023 Q2	$1.38M	Sell	57,430 -1,500	-3%	-$35.4K	0.81%	29
2023 Q1	$1.41M	Buy	58,930 +2,650	+5%	+$62.8K	0.88%	27
2022 Q4	$1.3M	Sell	56,280 -245	-0.4%	-$5.68K	0.88%	30
2022 Q3	$1.3M	Sell	56,525 -100	-0.2%	-$2.36K	1.18%	22
2022 Q2	$1.31M	Sell	56,625 -46,601	-45%	-$1.12M	1.28%	20
2022 Q1	$2.55M	Sell	103,226 -8,625	-8%	-$214K	2.01%	13
2021 Q4	$2.79M	Buy	+111,851	New	+$2.79M	2.31%	9

Other funds holding FLBL

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Key Client Fiduciary Advisors's FLBL Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 0.22% in Q2 2026, buying an estimated $2.02K and bringing the position to 40,741 shares worth $934K. The position accounts for 0.27% of the portfolio, ranked #78.

Key Client Fiduciary Advisors first reported a position in FLBL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q4 2021. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Key Client Fiduciary Advisors held 40,741 shares of Franklin Senior Loan ETF worth $934K as of Q2 2026.
Key Client Fiduciary Advisors bought 88 Franklin Senior Loan ETF shares in Q2 2026, an estimated $2.02K.
Franklin Senior Loan ETF made up 0.27% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #78 holding.
Key Client Fiduciary Advisors first reported a position in Franklin Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Franklin Senior Loan ETF position peaked at $2.79M in Q4 2021.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.