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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ritholtz Wealth Management's FRAF Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Franklin Financial Services (FRAF) stake by 31% in Q1 2026, selling an estimated $143K and leaving 6,441 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #938.

Ritholtz Wealth Management first reported a position in FRAF in Q3 2025 and has held it in 3 quarters since. The position peaked at $466K in Q4 2025. 85 funds tracked by Wall St. Rank hold FRAF as of Q1 2026.

  • Ritholtz Wealth Management held 6,441 shares of Franklin Financial Services worth $329K as of Q1 2026.
  • Ritholtz Wealth Management sold 2,847 Franklin Financial Services shares in Q1 2026, an estimated $143K.
  • Franklin Financial Services made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #938 holding.
  • Ritholtz Wealth Management first reported a position in Franklin Financial Services in Q3 2025 and has held it in 3 quarters since.
  • Ritholtz Wealth Management's Franklin Financial Services position peaked at $466K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Franklin Financial Services as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.