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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

RKL Wealth Management increased its Franklin Financial Services (FRAF) stake by 0.12% in Q1 2026, buying an estimated $554 and bringing the position to 9,229 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #130.

RKL Wealth Management first reported a position in FRAF in Q1 2022 and has held it in 13 quarters since. The position peaked at $502K in Q1 2022. 85 funds tracked by Wall St. Rank hold FRAF as of Q1 2026.

RKL Wealth Management held 9,229 shares of Franklin Financial Services worth $471K as of Q1 2026.
RKL Wealth Management bought 11 Franklin Financial Services shares in Q1 2026, an estimated $554.
Franklin Financial Services made up 0.04% of RKL Wealth Management's portfolio in Q1 2026, its #130 holding.
RKL Wealth Management first reported a position in Franklin Financial Services in Q1 2022 and has held it in 13 quarters since.
RKL Wealth Management's Franklin Financial Services position peaked at $502K in Q1 2022.
85 funds tracked by Wall St. Rank held Franklin Financial Services as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.