Franklin Income Fund-AdvFRIAX
13F holders, Q1 2026 (March 31)5holders
1new positions
0sold out
$2.50avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Franklin Income Fund-Adv (FRIAX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($62K), Garton & Associates Financial Advisors LLC ($45K) and Oakworth Capital, Inc. ($27K).
- Company
- Franklin Income Fund-Adv
- CUSIP
- 353496847
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 5,687 shares bought and 300 shares sold, net +5,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Coston, McIsaac & Partners | 0.01% | Add +1.4% | 25,042 | $62K |
| Garton & Associates Financial Advisors LLC | 0.04% | No change | 18,033 | $45K |
| Oakworth Capital, Inc. | 0.00% | Add +1.4% | 10,627 | $27K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 5,198 | $13K |
| Kelleher Financial Advisors | 0.00% | Reduce -11.1% | 2,395 | $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.