Franklin Income Fund-AdvFRIAX
13F holders, Q4 2025 (December 31)5holders +1
2new positions
2sold out
$2.47avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Coston, McIsaac & Partners ($61K), Garton & Associates Financial Advisors LLC ($45K) and Oakworth Capital, Inc. ($26K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $84K |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 34,193 shares bought and 417,367 shares sold, net −383,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coston, McIsaac & Partners | 0.01% | New | 24,699 | $61K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 18,033 | $45K |
| Oakworth Capital, Inc. | 0.00% | Add +1.7% | 10,481 | $26K |
| Motiv8 Investments LLC | 0.01% | New | 9,275 | $23K |
| Kelleher Financial Advisors | 0.00% | Add +1.7% | 2,695 | $7K |
"% of holder's portfolio" is FRIAX's weight in each manager's 13F, not the share of Franklin Income Fund-Adv the manager owns.