CS
FT

Clear Street’s Franklin Universal Trust FT Stock Holding History

Clear Street’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 		$58.5K Buy
+7,252
New +$58.6K ﹤0.01% 938

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Clear Street's FT Position: Q2 2026 in Review

Clear Street opened a new position in Franklin Universal Trust (FT) in Q2 2026: 7,252 shares worth $58.5K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings.

59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Clear Street held 7,252 shares of Franklin Universal Trust worth $58.5K as of Q2 2026.
  • Franklin Universal Trust was a new Clear Street position in Q2 2026.
  • Franklin Universal Trust made up ﹤0.01% of Clear Street's portfolio in Q2 2026, its #938 holding.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.