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Wilmington Savings Fund Society’s Franklin Senior Loan ETF FLBL Stock Holding History

Wilmington Savings Fund Society’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-15,542
Closed -$373K – 1412
2025
Q3 		$373K Sell
15,542
-6,612
-30% -$160K 0.01% 464
2025
Q2 		$537K Buy
+22,154
New +$530K 0.01% 563

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NYLIM
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HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wilmington Savings Fund Society's FLBL Position: Q4 2025 in Review

Wilmington Savings Fund Society sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 15,542 shares — an estimated $373K sold.

Wilmington Savings Fund Society first reported a position in FLBL in Q2 2025 and held it in 2 quarters. The position peaked at $537K in Q2 2025. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • Wilmington Savings Fund Society reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 15,542 Franklin Senior Loan ETF shares in Q4 2025, an estimated $373K.
  • Wilmington Savings Fund Society first reported a position in Franklin Senior Loan ETF in Q2 2025 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Franklin Senior Loan ETF position peaked at $537K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2025, filed 12 Feb 2026.