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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
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

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

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

RKL Wealth Management increased its Franklin Financial Services (FRAF) stake by 0.18% in Q2 2026, buying an estimated $982 and bringing the position to 9,246 shares worth $579K. The position accounts for 0.05% of the portfolio, ranked #128.

RKL Wealth Management first reported a position in FRAF in Q1 2022 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold FRAF as of Q2 2026.

  • RKL Wealth Management held 9,246 shares of Franklin Financial Services worth $579K as of Q2 2026.
  • RKL Wealth Management bought 17 Franklin Financial Services shares in Q2 2026, an estimated $982.
  • Franklin Financial Services made up 0.05% of RKL Wealth Management's portfolio in Q2 2026, its #128 holding.
  • RKL Wealth Management first reported a position in Franklin Financial Services in Q1 2022 and has held it in 14 quarters since.
  • 99 funds tracked by Wall St. Rank held Franklin Financial Services as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.