Vermillion Wealth Management, Inc. FKSAX β€” FRANKLIN CORE PLUS BOND FUND ADVISOR

Ownership history in Vermillion Wealth Management, Inc.  Β·  2 quarters on record

AI Ownership Summary

Vermillion Wealth Management, Inc. reported FRANKLIN CORE PLUS BOND FUND ADVISOR (FKSAX) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows FKSAX at 0.00% 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 FKSAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vermillion Wealth Management, Inc.'s position in FRANKLIN CORE PLUS BOND FUND ADVISOR, 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 Q3

FKSAX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Vermillion Wealth Management, Inc. held FKSAX β€” position size vs. price
% of Fund (quarterly)    FKSAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 176 +4 +2.3% 0.00% $1K 2025-10-23 $8.25
2025 Q1 INITIATED β€” β€” β€” 172 β€” β€” 0.00% $1K 2025-04-28 $7.88

🏒 Other funds also holding FKSAX

As of 2026 Q1 β€” sorted by position size

McIlrath & Eck, LLC 3Y 7Y 0.0%

FAQ About Vermillion Wealth Management, Inc. and FKSAX

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

How long has Vermillion Wealth Management, Inc. reported owning FKSAX?

Vermillion Wealth Management, Inc. reported FKSAX across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported FKSAX position in Vermillion Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for FKSAX was 0.00% in 2025 Q1.

What is the latest reported FKSAX position on this page?

The most recent filing on this page is 2025 Q3, when Vermillion Wealth Management, Inc. reported 176 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this FKSAX ownership page compare?

The chart compares Vermillion Wealth Management, Inc.'s quarterly FKSAX 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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