Bessemer Group
FT

Bessemer Group’s Franklin Universal Trust FT Stock Holding History

Bessemer Group’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
2025
Q1 		– Sell
-860
Closed -$6K – 2547
2024
Q4 		$6K Buy
860
+12
+1% +$90 ﹤0.01% 1946
2024
Q3 		$6K Buy
848
+73
+9% +$521 ﹤0.01% 1850
2024
Q2 		$5K Buy
+775
New +$5.2K ﹤0.01% 1684

Other funds holding FT

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LPL Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group's FT Position: Q1 2025 in Review

Bessemer Group sold out of Franklin Universal Trust (FT) in Q1 2025, closing a stake of 860 shares — an estimated $6K sold.

Bessemer Group first reported a position in FT in Q2 2024 and held it in 3 quarters. The position peaked at $6K in Q4 2024. 45 funds tracked by Wall St. Rank hold FT as of Q1 2025.

  • Bessemer Group reported no remaining Franklin Universal Trust position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 860 Franklin Universal Trust shares in Q1 2025, an estimated $6K.
  • Bessemer Group first reported a position in Franklin Universal Trust in Q2 2024 and held it in 3 quarters.
  • Bessemer Group's Franklin Universal Trust position peaked at $6K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.