Franklin Convertible Sec-AdvFCSZX
13F holders, Q4 2025 (December 31)2holders +1
1new positions
0sold out
$23.78avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Franklin Convertible Sec-Adv (FCSZX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($87K) and Kohmann Bosshard Financial Services, LLC ($12K).
- Company
- Franklin Convertible Sec-Adv
- CUSIP
- 353612641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 788 shares bought, net +788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.02% | Add +8.8% | 3,660 | $87K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 492 | $12K |
"% of holder's portfolio" is FCSZX's weight in each manager's 13F, not the share of Franklin Convertible Sec-Adv the manager owns.