Franklin Financial Services Corp: which funds bought and sold

Institutions that bought and sold Franklin Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 56 institutions that filed 13F reports for both quarters added to or opened positions in Franklin Financial Services, and 23 cut or closed them. Together they added a net 179K shares, +11.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 8,746 shares (+2.5%); index fund managers were net buyers of 53K shares (+7.3%). 19 opened a new position and 4 sold out entirely.

Bought, Q2 2026 56 institutions, 19 of them new holders Sold, Q2 2026 23 institutions, 4 of them sold out

Net change, all compared +179K shares (+11.9%)

Net change, active managers +8,746 shares (+2.5%), 10 bought, 6 sold

Buyers versus sellers

institutions compared, 102

56 bought 23 23 sold

Active managers and hedge funds 10 bought · 6 sold · +8,746

Index fund managers 8 bought · 1 sold · +53K

Other institutions 38 bought · 16 sold · +118K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Logan Capital Management Inc	+41K New position	41K	$2.5M
American Century Companies Inc Active manager	+38K +76.8%	86K	$5.4M
Blackrock, Inc. Index funds	+27K +10.2%	293K	$18.3M
Sageworth Trust Co	+27K New position	27K	$1.7M
Integrated Quantitative Investments LLC	+19K New position	19K	$1.2M
Legato Capital Management LLC	+13K New position	13K	$822,001
Geode Capital Management, LLC Index funds	+13K +13.1%	113K	$7.1M
FMR LLC Active manager	+9,701 +3427.9%	9,984	$625,020
Jacobs Levy Equity Management, Inc Active manager	+8,064 New position	8,064	$504,806
Tudor Investment Corp Et Al Hedge fund	+7,270 New position	7,270	$455,102
Xtx Topco Ltd	+6,912 New position	6,912	$432,691
AQR Capital Management LLC Hedge fund	+6,753 +91.5%	14K	$884,918
Mangrove Partners Im, LLC Hedge fund	+6,691 New position	6,691	$418,857
Vanguard Portfolio Management LLC Index funds	+4,765 +19.7%	29K	$1.8M
Truist Financial Corp	+4,127 New position	4,127	$258,350
Bridgeway Capital Management, LLC Active manager	+3,710 +6.3%	63K	$3.9M
Qrg Capital Management, Inc.	+3,685 New position	3,685	$230,681
Raymond James Financial Inc	+3,594 New position	3,594	$224,984
Price T Rowe Associates Inc Active manager	+3,524 New position	3,524	$221,000
Northern Trust Corp Index funds	+3,516 +11.7%	34K	$2.1M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+38K +76.8%	86K	$5.4M
FMR LLC Active manager	+9,701 +3427.9%	9,984	$625,020
Jacobs Levy Equity Management, Inc Active manager	+8,064 New position	8,064	$504,806
Tudor Investment Corp Et Al Hedge fund	+7,270 New position	7,270	$455,102
AQR Capital Management LLC Hedge fund	+6,753 +91.5%	14K	$884,918
Mangrove Partners Im, LLC Hedge fund	+6,691 New position	6,691	$418,857
Bridgeway Capital Management, LLC Active manager	+3,710 +6.3%	63K	$3.9M
Price T Rowe Associates Inc Active manager	+3,524 New position	3,524	$221,000
O'Shaughnessy Asset Management, LLC Active manager	+691 +9.2%	8,166	$511,192
Federated Hermes, Inc. Active manager	+7 +10.9%	71	$4,445

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−31K −73.2%	11K	$697,865
Citadel Advisors LLC Hedge fund	−21K Sold out	0	—
Goldman Sachs Group Inc	−16K −31.1%	35K	$2.2M
Renaissance Technologies LLC Hedge fund	−16K −65.1%	8,400	$525,840
Stifel Financial Corp	−9,000 Sold out	0	—
Marshall Wace, LLP Hedge fund	−6,318 −14.7%	37K	$2.3M
Tidal Investments LLC	−4,042 −35.1%	7,460	$466,996
Trexquant Investment LP Hedge fund	−1,870 −10.3%	16K	$1M
UBS Group AG	−1,718 −30.4%	3,933	$246,206
Tower Research Capital LLC (TRC)	−637 −53.1%	562	$35,181
Barclays PLC	−307 −3.7%	7,890	$493,914
Stonebridge Financial Group, LLC	−280 −4.7%	5,706	$357,196
State Street Corp Index funds	−249 −0.3%	72K	$4.5M
Connor, Clark & Lunn Investment Management Ltd.	−184 −2.5%	7,110	$445,086
Occudo Quantitative Strategies LP	−169 −4.0%	4,074	$255,032
California State Teachers Retirement System	−168 −74.0%	59	$3,693
Two Sigma Investments, LP Hedge fund	−150 −1.9%	7,731	$483,961
Susquehanna Fundamental Investments, LLC	−100 −2.0%	4,906	$307,116
Essential Partners LLC	−82 −86.3%	13	$814
Sterling Capital Management LLC	−52 −37.4%	87	$5,446

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Millennium Management LLC Hedge fund	−31K −73.2%	11K	$697,865
Citadel Advisors LLC Hedge fund	−21K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−16K −65.1%	8,400	$525,840
Marshall Wace, LLP Hedge fund	−6,318 −14.7%	37K	$2.3M
Trexquant Investment LP Hedge fund	−1,870 −10.3%	16K	$1M
Two Sigma Investments, LP Hedge fund	−150 −1.9%	7,731	$483,961

New positions

largest by value

Institution	Shares	Value June 30, 2026
Logan Capital Management Inc	41K	$2.5M
Sageworth Trust Co	27K	$1.7M
Integrated Quantitative Investments LLC	19K	$1.2M
Legato Capital Management LLC	13K	$822,001
Jacobs Levy Equity Management, IncActive manager	8,064	$504,806
Tudor Investment Corp Et AlHedge fund	7,270	$455,102
Xtx Topco Ltd	6,912	$432,691
Mangrove Partners Im, LLCHedge fund	6,691	$418,857
Truist Financial Corp	4,127	$258,350
Qrg Capital Management, Inc.	3,685	$230,681

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Citadel Advisors LLCHedge fund	21K	$1.1M
Stifel Financial Corp	9,000	$459,720
Mai Capital Management	37	$1,890
Root Financial Partners, LLC	4	$204

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 98
Ten largest holders: 61.8%
Index fund managers: 45.7%
Active managers and hedge funds: 21.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	6	4	1	+8,746	+2.5%
Index fund managers	8	1	0	0	+53K	+7.3%
Other institutions	38	16	15	3	+118K	+27.1%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Franklin Financial Services.

Only managers that filed a holdings report for both quarters are compared (102 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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