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Rothschild Investment LLC’s Franklin Financial Services FRAF Stock Holding History

Rothschild Investment LLC’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 		$664 Buy
13
+11
+550% +$554 ﹤0.01% 3025
2025
Q4 		$100 Buy
+2
New +$98 ﹤0.01% 3202

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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

Rothschild Investment LLC's FRAF Position: Q1 2026 in Review

Rothschild Investment LLC increased its Franklin Financial Services (FRAF) stake by 550% in Q1 2026, buying an estimated $554 and bringing the position to 13 shares worth $664. The position accounts for ﹤0.01% of the portfolio, ranked #3025.

Rothschild Investment LLC first reported a position in FRAF in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold FRAF as of Q1 2026.

  • Rothschild Investment LLC held 13 shares of Franklin Financial Services worth $664 as of Q1 2026.
  • Rothschild Investment LLC bought 11 Franklin Financial Services shares in Q1 2026, an estimated $554.
  • Franklin Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3025 holding.
  • Rothschild Investment LLC first reported a position in Franklin Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Franklin Financial Services as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.