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Ritholtz Wealth Management’s Franklin Financial Services FRAF Stock Holding History

Ritholtz Wealth Management’s Portfolio FRAF Stock Details FRAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Buy
6,868
+427
+7% +$24.7K 0.01% 913
2026
Q1 		$329K Sell
6,441
-2,847
-31% -$143K 0.01% 938
2025
Q4 		$466K Buy
9,288
+3,359
+57% +$165K 0.01% 743
2025
Q3 		$273K Buy
+5,929
New +$256K 0.01% 877

Other funds holding FRAF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.69B AUM 46.33% 1-Year Est. Return

Ritholtz Wealth Management's FRAF Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Franklin Financial Services (FRAF) stake by 6.6% in Q2 2026, buying an estimated $24.7K and bringing the position to 6,868 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #913.

Ritholtz Wealth Management first reported a position in FRAF in Q3 2025 and has held it in 4 quarters since. The position peaked at $466K in Q4 2025. 99 funds tracked by Wall St. Rank hold FRAF as of Q2 2026.

  • Ritholtz Wealth Management held 6,868 shares of Franklin Financial Services worth $430K as of Q2 2026.
  • Ritholtz Wealth Management bought 427 Franklin Financial Services shares in Q2 2026, an estimated $24.7K.
  • Franklin Financial Services made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #913 holding.
  • Ritholtz Wealth Management first reported a position in Franklin Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Franklin Financial Services position peaked at $466K in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Franklin Financial Services as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.