CT
FT

Colonial Trust’s Franklin Universal Trust FT Stock Holding History

Colonial Trust’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 		$24.9K Buy
+3,163
New +$25.7K ﹤0.01% 639

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

Colonial Trust's FT Position: Q1 2026 in Review

Colonial Trust opened a new position in Franklin Universal Trust (FT) in Q1 2026: 3,163 shares worth $24.9K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings.

53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Colonial Trust held 3,163 shares of Franklin Universal Trust worth $24.9K as of Q1 2026.
  • Franklin Universal Trust was a new Colonial Trust position in Q1 2026.
  • Franklin Universal Trust made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #639 holding.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.