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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
Q2 		$1.06K Buy
17
+4
+31% +$231 ﹤0.01% 3021
2026
Q1 		$664 Buy
13
+11
+550% +$554 ﹤0.01% 3025
2025
Q4 		$100 Buy
+2
New +$98 ﹤0.01% 3202

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's FRAF Position: Q2 2026 in Review

Rothschild Investment LLC increased its Franklin Financial Services (FRAF) stake by 31% in Q2 2026, buying an estimated $231 and bringing the position to 17 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #3021.

Rothschild Investment LLC first reported a position in FRAF in Q4 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold FRAF as of Q2 2026.

  • Rothschild Investment LLC held 17 shares of Franklin Financial Services worth $1.06K as of Q2 2026.
  • Rothschild Investment LLC bought 4 Franklin Financial Services shares in Q2 2026, an estimated $231.
  • Franklin Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3021 holding.
  • Rothschild Investment LLC first reported a position in Franklin Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Franklin Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.