RKL Wealth Management
FRAF icon

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

RKL 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
Q3 		$573K Buy
9,261
+15
+0.2% +$942 0.05% 125
2026
Q2 		$579K Buy
9,246
+17
+0.2% +$982 0.05% 128
2026
Q1 		$471K Buy
9,229
+11
+0.1% +$554 0.04% 130
2025
Q4 		$463K Buy
9,218
+11
+0.1% +$541 0.04% 135
2025
Q3 		$424K Buy
9,207
+12
+0.1% +$518 0.04% 138
2025
Q2 		$318K Buy
9,195
+15
+0.2% +$554 0.03% 149
2025
Q1 		$325K Buy
9,180
+14
+0.2% +$489 0.03% 148
2024
Q4 		$274K Buy
9,166
+30
+0.3% +$959 0.02% 149
2024
Q3 		$275K Buy
9,136
+33
+0.4% +$1K 0.02% 136
2024
Q2 		$257K Buy
9,103
+35
+0.4% +$961 0.02% 128
2024
Q1 		$238K Buy
9,068
+35
+0.4% +$992 0.02% 139
2023
Q4 		$285K Buy
+9,033
New +$284K 0.03% 122
2022
Q4 		– Sell
-12,422
Closed -$392K – 132
2022
Q3 		$392K Hold
12,422
– – 0.06% 102
2022
Q2 		$375K Sell
12,422
-2,567
-17% -$80.1K 0.05% 103
2022
Q1 		$502K Buy
+14,989
New +$507K 0.06% 95

Other funds holding FRAF

Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

RKL Wealth Management's FRAF Position: Q3 2026 in Review

RKL Wealth Management increased its Franklin Financial Services (FRAF) stake by 0.16% in Q3 2026, buying an estimated $942 and bringing the position to 9,261 shares worth $573K. The position accounts for 0.05% of the portfolio, ranked #125.

RKL Wealth Management first reported a position in FRAF in Q1 2022 and has held it in 15 quarters since. The position peaked at $579K in Q2 2026. 12 funds tracked by Wall St. Rank hold FRAF as of Q3 2026.

  • RKL Wealth Management held 9,261 shares of Franklin Financial Services worth $573K as of Q3 2026.
  • RKL Wealth Management bought 15 Franklin Financial Services shares in Q3 2026, an estimated $942.
  • Franklin Financial Services made up 0.05% of RKL Wealth Management's portfolio in Q3 2026, its #125 holding.
  • RKL Wealth Management first reported a position in Franklin Financial Services in Q1 2022 and has held it in 15 quarters since.
  • RKL Wealth Management's Franklin Financial Services position peaked at $579K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Franklin Financial Services as of Q3 2026.

Based on RKL Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.