Ameriprise’s Franklin Universal Trust FT Stock Holding History

Ameriprise’s Portfolio FT Stock Details FT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$142K	Sell	17,641 -2,454	-12%	-$19.8K	﹤0.01%	3995
2026 Q1	$161K	Buy	20,095 +749	+4%	+$6.08K	﹤0.01%	3913
2025 Q4	$155K	Buy	19,346 +2,800	+17%	+$22.4K	﹤0.01%	3957
2025 Q3	$133K	Buy	+16,546	New	+$130K	﹤0.01%	3951
2024 Q1	–	Sell	-10,259	Closed	-$68.2K	–	3897
2023 Q4	$68.2K	Sell	10,259 -2	-0%	-$13	﹤0.01%	3842
2023 Q3	$65.2K	Buy	+10,261	New	+$69.5K	﹤0.01%	3825
2022 Q1	–	Sell	-130,610	Closed	-$1.1M	–	3967
2021 Q4	$1.1M	Buy	+130,610	New	+$1.08M	﹤0.01%	3216
2013 Q3	–	Sell	-999	Closed	-$7K	–	5626
2013 Q2	$7K	Buy	+999	New	+$7.4K	﹤0.01%	4988

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise's FT Position: Q2 2026 in Review

Ameriprise reduced its Franklin Universal Trust (FT) stake by 12% in Q2 2026, selling an estimated $19.8K and leaving 17,641 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #3995.

Ameriprise first reported a position in FT in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2021. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Ameriprise held 17,641 shares of Franklin Universal Trust worth $142K as of Q2 2026.
Ameriprise sold 2,454 Franklin Universal Trust shares in Q2 2026, an estimated $19.8K.
Franklin Universal Trust made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3995 holding.
Ameriprise first reported a position in Franklin Universal Trust in Q2 2013 and has held it in 8 quarters since.
Ameriprise's Franklin Universal Trust position peaked at $1.1M in Q4 2021.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.