Bridgewealth Advisory Group’s Franklin Universal Trust FT Stock Holding History

Bridgewealth Advisory 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
2026 Q2	$90.1K	Hold	11,173	–	–	0.02%	140
2026 Q1	$89.5K	Hold	11,173	–	–	0.02%	133
2025 Q4	$89.4K	Sell	11,173 -3,737	-25%	-$29.9K	0.02%	129
2025 Q3	$120K	Hold	14,910	–	–	0.03%	124
2025 Q2	$114K	Buy	+14,910	New	+$110K	0.03%	122
2025 Q1	–	Sell	-14,910	Closed	-$113K	–	67
2024 Q4	$113K	Buy	+14,910	New	+$112K	0.03%	115

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

Bridgewealth Advisory Group's FT Position: Q2 2026 in Review

Bridgewealth Advisory Group held its Franklin Universal Trust (FT) position steady in Q2 2026 at 11,173 shares worth $90.1K. The position accounts for 0.02% of the portfolio, ranked #140.

Bridgewealth Advisory Group first reported a position in FT in Q4 2024 and has held it in 6 quarters since. The position peaked at $120K in Q3 2025. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Bridgewealth Advisory Group held 11,173 shares of Franklin Universal Trust worth $90.1K as of Q2 2026.
Bridgewealth Advisory Group left its Franklin Universal Trust share count unchanged in Q2 2026.
Franklin Universal Trust made up 0.02% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #140 holding.
Bridgewealth Advisory Group first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 6 quarters since.
Bridgewealth Advisory Group's Franklin Universal Trust position peaked at $120K in Q3 2025.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.