FTSD — FRANKLIN SHORT DURATION U.S. G
As of Q2 2026, 9 SEC-registered investment managers reported holding FTSD (FRANKLIN SHORT DURATION U.S. G) in their latest 13F filings, with a combined reported value of $61.97M across 684.71K shares. That is +5.8% by share count (+37.26K shares) versus the previous quarter, while reported value moved +5.4%. Ownership is concentrated: the five largest holders account for 93.5% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Franklin Resources history | Q2 2026 | 320.62K | $29.02M | 0.01% | Hold |
| UBS Group AG history | Q2 2026 | 136.21K | $12.33M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 105.12K | $9.51M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 55.06K | $4.98M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 23.27K | $2.11M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 23.09K | $2.09M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 20.18K | $1.83M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 750 | $67.89K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 418 | $37.82K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2024 | 2 | $180 | 0.00% | New |
New Positions (Q2 2026)
- Goldman Sachs Group 23.09K sh · $2.09M
- JPMorgan Chase & Co 750 sh · $67.89K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin Resources | 788.12K | 626.29K | 614.07K | 615.78K | 561.51K | 477.80K | 462.15K | 424.35K | 411.46K | 353.06K | 338.36K | 333.59K | 332.56K | 315.24K | 313.47K | 315.37K | 310.75K | 360.01K | 320.51K | 320.62K |
| UBS Group AG | 24.34K | 31.60K | 40.50K | 40.89K | 205.62K | 134.18K | 99.36K | 69.64K | 21.74K | 19.29K | 17.32K | 11.30K | 9.94K | 72.03K | 69.65K | 65.27K | 64.12K | 104.51K | 123.46K | 136.21K |
| Bank of America Corp | 576.12K | 378.52K | 572.10K | 550.03K | 223.18K | 154.00K | 136.92K | 75.44K | 69.51K | 60.76K | 61.03K | 83.85K | 61.89K | 69.47K | 101.74K | 90.84K | 92.55K | 117.69K | 98.36K | 105.12K |
| Wells Fargo & Co | 30.91K | 26.76K | 22.27K | 20.55K | 20.92K | 16.38K | 20.16K | 19.29K | 18.62K | 17.80K | 12.22K | 11.15K | 9.61K | 7.71K | 6.81K | 13.33K | 18.33K | 23.31K | 65.76K | 55.06K |
| Morgan Stanley | 89.38K | 68.82K | 33.99K | 34.09K | 32.45K | 21.46K | 23.33K | 40.66K | 36.52K | 25.65K | 26.03K | 25.80K | 23.10K | 20.62K | 20.79K | 16.90K | 17.47K | 28.50K | 24.19K | 23.27K |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 151.52K | 51.35K | — | 23.09K |
| Citadel Advisors | 24.30K | 59.12K | 59.17K | — | 11.33K | 22.45K | 4.03K | 6.46K | 80.32K | 42.15K | 2.41K | 24.82K | 9.69K | 18.36K | 11.84K | 9.34K | 47.75K | 24.01K | 14.67K | 20.18K |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 216 | — | — | 55 | — | 750 |
| PNC Financial Services | — | — | — | — | 263 | — | — | — | — | — | — | 59 | 60 | 61 | 47 | 466 | 470 | 470 | 504 | 418 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | — | — | 2 | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details