TWD
FRAF icon

True Wealth Design’s Franklin Financial Services FRAF Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-1
Closed -$46 – 2654
2025
Q3 		$46 Buy
+1
New +$43 ﹤0.01% 2586

Other funds holding FRAF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

True Wealth Design's FRAF Position: Q4 2025 in Review

True Wealth Design sold out of Franklin Financial Services (FRAF) in Q4 2025, closing a stake of 1 share — an estimated $46 sold.

True Wealth Design first reported a position in FRAF in Q3 2025 and held it in 1 quarter. The position peaked at $46 in Q3 2025. 77 funds tracked by Wall St. Rank hold FRAF as of Q4 2025.

  • True Wealth Design reported no remaining Franklin Financial Services position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Franklin Financial Services share in Q4 2025, an estimated $46.
  • True Wealth Design first reported a position in Franklin Financial Services in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Franklin Financial Services position peaked at $46 in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Franklin Financial Services as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.