Franklin Utilities Fund-AdvFRUAX
13F holders, Q4 2025 (December 31)2holders +1
2new positions
0sold out
$24.11avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Franklin Utilities Fund-Adv (FRUAX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Kohmann Bosshard Financial Services, LLC ($187K) and Coston, McIsaac & Partners ($20K).
- Company
- Franklin Utilities Fund-Adv
- CUSIP
- 353496854
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $207K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q4 2025: 8,584 shares bought, net +8,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 7,724 | $187K |
| Coston, McIsaac & Partners | 0.00% | New | 860 | $20K |
"% of holder's portfolio" is FRUAX's weight in each manager's 13F, not the share of Franklin Utilities Fund-Adv the manager owns.