Franklin Convertible Sec-AdvFCSZX
13F holders, Q1 2026 (March 31)1holders −1
0new positions
1sold out
$23.46avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding Franklin Convertible Sec-Adv (FCSZX) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holder was Kelleher Financial Advisors ($86K).
- Company
- Franklin Convertible Sec-Adv
- CUSIP
- 353612641
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $12K |
All 13F filers, Q4 2025 → Q1 2026: 12 shares bought and 492 shares sold, net −480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Kelleher Financial Advisors | 0.02% | Add +0.3% | 3,672 | $86K |
"% of holder's portfolio" is FCSZX's weight in each manager's 13F, not the share of Franklin Convertible Sec-Adv the manager owns.