Raymond James Financial
FLBL icon

Raymond James Financial’s Franklin Senior Loan ETF FLBL Stock Holding History

Raymond James 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
2026
Q1 		$19.7M Buy
858,441
+478,783
+126% +$11.1M 0.01% 1484
2025
Q4 		$8.89M Sell
379,658
-136,181
-26% -$3.23M ﹤0.01% 2069
2025
Q3 		$12.4M Buy
515,839
+73,281
+17% +$1.77M ﹤0.01% 1759
2025
Q2 		$10.7M Buy
442,558
+72,575
+20% +$1.74M ﹤0.01% 1811
2025
Q1 		$8.91M Buy
369,983
+64,801
+21% +$1.57M ﹤0.01% 1899
2024
Q4 		$7.41M Buy
+305,182
New +$7.42M ﹤0.01% 2067

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Raymond James Financial's FLBL Position: Q1 2026 in Review

Raymond James Financial increased its Franklin Senior Loan ETF (FLBL) stake by 126% in Q1 2026, buying an estimated $11.1M and bringing the position to 858,441 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #1484.

Raymond James Financial first reported a position in FLBL in Q4 2024 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

  • Raymond James Financial held 858,441 shares of Franklin Senior Loan ETF worth $19.7M as of Q1 2026.
  • Raymond James Financial bought 478,783 Franklin Senior Loan ETF shares in Q1 2026, an estimated $11.1M.
  • Franklin Senior Loan ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1484 holding.
  • Raymond James Financial first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
  • 119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.