Congress Holdings

Most held

FBSAX

Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Kathy Castor FL-14 Joint Franklin Templeton Joint Retirement โ‡’ Franklin Mutual U.S. Mid Cap Value Fund - Advisor Class (FBSAX) MF $1,001 - $15,000 May 24, 2026
filing 10076959, p. 3

How the count is made: see Most held.