Arvest Bank Trust Division FKIQX β€” FRANKLIN CUSTODIAN FDS

Ownership history in Arvest Bank Trust Division  Β·  4 quarters on record

AI Ownership Summary

Arvest Bank Trust Division reported FRANKLIN CUSTODIAN FDS (FKIQX) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows FKIQX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FKIQX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arvest Bank Trust Division's position in FRANKLIN CUSTODIAN FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FKIQX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arvest Bank Trust Division held FKIQX β€” position size vs. price
% of Fund (quarterly)    FKIQX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 81,968 +21,551 +35.7% 0.01% $208K 2026-08-13 $2.57
2026 Q1 UNCHANGED β€” β€” β€” 60,417 β€” 0% 0.01% $153K 2026-05-13 $2.50
2025 Q4 ADDED β€” β€” β€” 60,417 +6,555 +12.2% 0.01% $150K 2026-02-09 $2.49
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Arvest Bank Trust Division and FKIQX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arvest Bank Trust Division reported owning FKIQX?

Arvest Bank Trust Division reported FKIQX across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FKIQX position in Arvest Bank Trust Division's portfolio?

The largest reported portfolio weight for FKIQX was 0.01% in 2026 Q2.

What is the latest reported FKIQX position on this page?

The most recent filing on this page is 2026 Q2, when Arvest Bank Trust Division reported 81,968 shares, equal to 0.01% of portfolio, with an estimated market value of $208K.

What does the chart on this FKIQX ownership page compare?

The chart compares Arvest Bank Trust Division's quarterly FKIQX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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