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Franklin Moderate Allocation Fund Class A
Q2 2016 vs Q1 2026
Comparing institutional holders between quarters
Quarters
Q1 2026
Q2 2016
Q2 2015
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
2
Filed
1
New
1
Closed
0
Increased
0
Decreased
0
Unchanged
0
No Data
Sort by
Q1 2026 shares — high to low
Q1 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q1 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
McIlrath & Eck, LLC
NEW
Shares
28
Change
+28
Value
$459
Filed 2026-05-19
WealthPLAN Partners, LLC
CLOSED
Shares
0
from 2,545
Change
-2,545
(-100%)
Value
$0
(-$36.9K)
Filed 2026-04-29
Institution
Status
Q1 2026 ↓
Q2 2016
Change
% Change
Q2 2016 Value
Q1 2026 Value
Value Change
Filed
McIlrath & Eck, LLC
NEW
28
—
+28
—
—
$459
—
2026-05-19
WealthPLAN Partners, LLC
CLOSED
0
2,545
-2,545
-100%
$36.9K
$0
-$36.9K
2026-04-29
Showing 2 of 2 institutions