Franklin Income Fund-AdvFRIAX
13F holders, Q3 2025 (September 30)4holders +3
3new positions
0sold out
$2.45avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 0 sold out. The largest holders were Meadowbrook Wealth Management, LLC ($598K), Vermillion Wealth Management, Inc. ($424K) and Oakworth Capital, Inc. ($25K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $456K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 186,113 shares bought, net +186,113 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Meadowbrook Wealth Management, LLC | 0.63% | — | 244,211 | $598K |
| Vermillion Wealth Management, Inc. | 0.12% | New | 173,156 | $424K |
| Oakworth Capital, Inc. | 0.00% | New | 10,306 | $25K |
| Kelleher Financial Advisors | 0.00% | New | 2,651 | $6K |
"% of holder's portfolio" is FRIAX's weight in each manager's 13F, not the share of Franklin Income Fund-Adv the manager owns.