Blue Bell Private Wealth Management’s Franklin Universal Trust FT Stock Holding History

Blue Bell Private Wealth Management’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	$39.6K	Hold	4,940	–	–	0.01%	434
2025 Q4	$39.5K	Sell	4,940 -360	-7%	-$2.88K	0.01%	432
2025 Q3	$42.6K	Sell	5,300 -2,200	-29%	-$17.3K	0.01%	416
2025 Q2	$57.1K	Buy	7,500 +190	+3%	+$1.41K	0.01%	374
2025 Q1	$55K	Sell	7,310 -3,900	-35%	-$29.3K	0.01%	366
2024 Q4	$81.9K	Buy	11,210 +1,632	+17%	+$12.3K	0.02%	299
2024 Q3	$72.4K	Buy	+9,578	New	+$68.4K	0.01%	315

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 $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 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

Blue Bell Private Wealth Management's FT Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Franklin Universal Trust (FT) position steady in Q1 2026 at 4,940 shares worth $39.6K. The position accounts for 0.01% of the portfolio, ranked #434.

Blue Bell Private Wealth Management first reported a position in FT in Q3 2024 and has held it in 7 quarters since. The position peaked at $81.9K in Q4 2024. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Blue Bell Private Wealth Management held 4,940 shares of Franklin Universal Trust worth $39.6K as of Q1 2026.
Blue Bell Private Wealth Management left its Franklin Universal Trust share count unchanged in Q1 2026.
Franklin Universal Trust made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #434 holding.
Blue Bell Private Wealth Management first reported a position in Franklin Universal Trust in Q3 2024 and has held it in 7 quarters since.
Blue Bell Private Wealth Management's Franklin Universal Trust position peaked at $81.9K in Q4 2024.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.