Citadel Advisors’s Franklin Universal Trust FT Stock Holding History

Citadel Advisors’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	$160K	Sell	19,834 -5,623	-22%	-$45.5K	﹤0.01%	12292
2026 Q1	$204K	Buy	25,457 +15,052	+145%	+$122K	﹤0.01%	11382
2025 Q4	$83.2K	Buy	+10,405	New	+$83.3K	﹤0.01%	11771
2022 Q1	–	Sell	-18,640	Closed	-$158K	–	13923
2021 Q4	$158K	Buy	+18,640	New	+$154K	﹤0.01%	12200

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

Citadel Advisors's FT Position: Q2 2026 in Review

Citadel Advisors reduced its Franklin Universal Trust (FT) stake by 22% in Q2 2026, selling an estimated $45.5K and leaving 19,834 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #12292.

Citadel Advisors first reported a position in FT in Q4 2021 and has held it in 4 quarters since. The position peaked at $204K in Q1 2026. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Citadel Advisors held 19,834 shares of Franklin Universal Trust worth $160K as of Q2 2026.
Citadel Advisors sold 5,623 Franklin Universal Trust shares in Q2 2026, an estimated $45.5K.
Franklin Universal Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #12292 holding.
Citadel Advisors first reported a position in Franklin Universal Trust in Q4 2021 and has held it in 4 quarters since.
Citadel Advisors's Franklin Universal Trust position peaked at $204K in Q1 2026.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

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