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Franklin Financial Services shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Franklin Financial Services (FRAF) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Franklin Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Franklin Financial Services held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Financial Services by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 4.7k 46.00

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Wisdomtree Tr Floatng Rat Trea (USFR)
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Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

Top funds holding Franklin Financial Services

Fourthstone
Vanguard Group
BlackRock
Geode Capital Management
Bridgeway Capital Management
State Street Corporation
Dimensional Fund Advisors
Marshall Wace
Logan Capital Management
Empowered Funds
Northern Trust
American Century Companies
Arrowstreet Capital, Limited Partnership
Farmers & Merchants Trust Co of Chambersburg PA
SummerHaven Investment Management

View all funds holding Franklin Financial Services