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
Q2 		$25.5K Hold
3,163
– – ﹤0.01% 635
2026
Q1 		$24.9K Buy
+3,163
New +$25.7K ﹤0.01% 639

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

Colonial Trust's FT Position: Q2 2026 in Review

Colonial Trust held its Franklin Universal Trust (FT) position steady in Q2 2026 at 3,163 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Colonial Trust first reported a position in FT in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Colonial Trust held 3,163 shares of Franklin Universal Trust worth $25.5K as of Q2 2026.
  • Colonial Trust left its Franklin Universal Trust share count unchanged in Q2 2026.
  • Franklin Universal Trust made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #635 holding.
  • Colonial Trust first reported a position in Franklin Universal Trust in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.