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 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 $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise's FT Position: Q1 2026 in Review

Ameriprise increased its Franklin Universal Trust (FT) stake by 3.9% in Q1 2026, buying an estimated $6.08K and bringing the position to 20,095 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #3913.

Ameriprise first reported a position in FT in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2021. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Ameriprise held 20,095 shares of Franklin Universal Trust worth $161K as of Q1 2026.
Ameriprise bought 749 Franklin Universal Trust shares in Q1 2026, an estimated $6.08K.
Franklin Universal Trust made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3913 holding.
Ameriprise first reported a position in Franklin Universal Trust in Q2 2013 and has held it in 7 quarters since.
Ameriprise's Franklin Universal Trust position peaked at $1.1M in Q4 2021.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.