Per Stirling Capital Management, LLC. FLMB β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Per Stirling Capital Management, LLC.  Β·  3 quarters on record

AI Ownership Summary

Per Stirling Capital Management, LLC. reported FRANKLIN TEMPLETON ETF TR (FLMB) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows FLMB at 0.08% 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.

What this FLMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Per Stirling Capital Management, LLC.'s position in FRANKLIN TEMPLETON ETF TR, 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
2025 Q4

FLMB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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 Per Stirling Capital Management, LLC. held FLMB β€” position size vs. price
% of Fund (quarterly)    FLMB 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)
2025 Q4 UNCHANGED β€” β€” β€” 29,395 β€” 0% 0.08% $699K 2026-02-14 (Est.) $23.94
2025 Q3 ADDED β€” β€” β€” 29,395 +14,265 +94.3% 0.08% $696K 2025-11-12 $23.57
2025 Q2 INITIATED β€” β€” β€” 15,130 β€” β€” 0.05% $349K 2025-08-13 $22.39

🏒 Other funds also holding FLMB

As of 2026 Q1 β€” sorted by position size

Wealth Alliance Advisory Group, LLC 3Y 7Y 0.54% Values Added Financial LLC 0.08% PFG Investments, LLC 0.02%

FAQ About Per Stirling Capital Management, LLC. and FLMB

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

How long has Per Stirling Capital Management, LLC. reported owning FLMB?

Per Stirling Capital Management, LLC. reported FLMB across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported FLMB position in Per Stirling Capital Management, LLC.'s portfolio?

The largest reported portfolio weight for FLMB was 0.08% in 2025 Q3.

What is the latest reported FLMB position on this page?

The most recent filing on this page is 2025 Q4, when Per Stirling Capital Management, LLC. reported 29,395 shares, equal to 0.08% of portfolio, with an estimated market value of $699K.

What does the chart on this FLMB ownership page compare?

The chart compares Per Stirling Capital Management, LLC.'s quarterly FLMB 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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