Citadel Advisors
FT

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
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 $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors's FT Position: Q1 2026 in Review

Citadel Advisors increased its Franklin Universal Trust (FT) stake by 145% in Q1 2026, buying an estimated $122K and bringing the position to 25,457 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #11382.

Citadel Advisors first reported a position in FT in Q4 2021 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Citadel Advisors held 25,457 shares of Franklin Universal Trust worth $204K as of Q1 2026.
  • Citadel Advisors bought 15,052 Franklin Universal Trust shares in Q1 2026, an estimated $122K.
  • Franklin Universal Trust made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #11382 holding.
  • Citadel Advisors first reported a position in Franklin Universal Trust in Q4 2021 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

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