Penserra Capital Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Penserra Capital Management’s Portfolio FTF Stock Details FTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.63M	Buy	1,145,218 +43,724	+4%	+$256K	0.05%	271
2026 Q1	$6.42M	Buy	1,101,494 +376,412	+52%	+$2.29M	0.08%	253
2025 Q4	$4.46M	Buy	725,082 +67,125	+10%	+$413K	0.05%	280
2025 Q3	$4.19M	Sell	657,957 -450,270	-41%	-$2.89M	0.05%	272
2025 Q2	$7.11M	Buy	1,108,227 +32,741	+3%	+$207K	0.1%	208
2025 Q1	$6.95M	Sell	1,075,486 -118,907	-10%	-$782K	0.12%	175
2024 Q4	$7.92M	Buy	1,194,393 +47,988	+4%	+$316K	0.14%	179
2024 Q3	$7.65M	Buy	+1,146,405	New	+$7.57M	0.17%	120
2017 Q4	–	Sell	-288	Closed	-$3K	–	454
2017 Q3	$3K	Sell	288 -122	-30%	-$1.45K	﹤0.01%	495
2017 Q2	$4K	Buy	410 +37	+10%	+$443	﹤0.01%	484
2017 Q1	$4K	Buy	+373	New	+$4.51K	﹤0.01%	507
2016 Q3	–	Sell	-285	Closed	-$3K	–	978
2016 Q2	$3K	Hold	285	–	–	﹤0.01%	917
2016 Q1	$3K	Sell	285 -94	-25%	-$1.01K	﹤0.01%	901
2015 Q4	$4K	Buy	+379	New	+$4.16K	﹤0.01%	868

Other funds holding FTF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Penserra Capital Management's FTF Position: Q2 2026 in Review

Penserra Capital Management increased its Franklin Limited Duration Income Trust (FTF) stake by 4% in Q2 2026, buying an estimated $256K and bringing the position to 1,145,218 shares worth $6.63M. The position accounts for 0.05% of the portfolio, ranked #271.

Penserra Capital Management first reported a position in FTF in Q4 2015 and has held it in 14 quarters since. The position peaked at $7.92M in Q4 2024. 88 funds tracked by Wall St. Rank hold FTF as of Q2 2026.

Penserra Capital Management held 1,145,218 shares of Franklin Limited Duration Income Trust worth $6.63M as of Q2 2026.
Penserra Capital Management bought 43,724 Franklin Limited Duration Income Trust shares in Q2 2026, an estimated $256K.
Franklin Limited Duration Income Trust made up 0.05% of Penserra Capital Management's portfolio in Q2 2026, its #271 holding.
Penserra Capital Management first reported a position in Franklin Limited Duration Income Trust in Q4 2015 and has held it in 14 quarters since.
Penserra Capital Management's Franklin Limited Duration Income Trust position peaked at $7.92M in Q4 2024.
88 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2026.

Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.