Clear Creek Financial Management’s Franklin Universal Trust FT Stock Holding History

Clear Creek Financial 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	$236K	Hold	29,455	–	–	0.02%	545
2025 Q4	$236K	Buy	29,455 +2	+0%	+$16	0.02%	531
2025 Q3	$237K	Hold	29,453	–	–	0.02%	516
2025 Q2	$224K	Buy	29,453 +3,000	+11%	+$22.2K	0.02%	501
2025 Q1	$199K	Hold	26,453	–	–	0.02%	494
2024 Q4	$193K	Hold	26,453	–	–	0.02%	449
2024 Q3	$200K	Hold	26,453	–	–	0.02%	437
2024 Q2	$180K	Hold	26,453	–	–	0.02%	425
2024 Q1	$176K	Hold	26,453	–	–	0.02%	405
2023 Q4	$176K	Hold	26,453	–	–	0.03%	326
2023 Q3	$168K	Hold	26,453	–	–	0.03%	307
2023 Q2	$178K	Hold	26,453	–	–	0.03%	309
2023 Q1	$189K	Buy	+26,453	New	+$186K	0.04%	284

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

Clear Creek Financial Management's FT Position: Q1 2026 in Review

Clear Creek Financial Management held its Franklin Universal Trust (FT) position steady in Q1 2026 at 29,455 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #545.

Clear Creek Financial Management first reported a position in FT in Q1 2023 and has held it in 13 quarters since. The position peaked at $237K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Clear Creek Financial Management held 29,455 shares of Franklin Universal Trust worth $236K as of Q1 2026.
Clear Creek Financial Management left its Franklin Universal Trust share count unchanged in Q1 2026.
Franklin Universal Trust made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #545 holding.
Clear Creek Financial Management first reported a position in Franklin Universal Trust in Q1 2023 and has held it in 13 quarters since.
Clear Creek Financial Management's Franklin Universal Trust position peaked at $237K in Q3 2025.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.