Commonwealth Equity Services’s Franklin Universal Trust FT Stock Holding History

Commonwealth Equity Services’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	$2M	Buy	247,480 +3,282	+1%	+$26.5K	﹤0.01%	2109
2026 Q1	$1.96M	Buy	244,198 +2,137	+0.9%	+$17.3K	﹤0.01%	2032
2025 Q4	$1.94M	Buy	242,061 +73,030	+43%	+$584K	﹤0.01%	2004
2025 Q3	$1.36M	Buy	169,031 +5,210	+3%	+$41K	﹤0.01%	2337
2025 Q2	$1.25M	Buy	163,821 +364	+0.2%	+$2.69K	﹤0.01%	2380
2025 Q1	$1.23M	Sell	163,457 -88	-0.1%	-$661	﹤0.01%	2304
2024 Q4	$1.2M	Sell	163,545 -2,989	-2%	-$22.5K	﹤0.01%	2257
2024 Q3	$1.26M	Buy	166,534 +14,871	+10%	+$106K	﹤0.01%	2165
2024 Q2	$1.03M	Buy	151,663 +131,558	+654%	+$883K	﹤0.01%	2261
2024 Q1	$134K	Buy	+20,105	New	+$131K	﹤0.01%	3740

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Commonwealth Equity Services's FT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Franklin Universal Trust (FT) stake by 1.3% in Q2 2026, buying an estimated $26.5K and bringing the position to 247,480 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

Commonwealth Equity Services first reported a position in FT in Q1 2024 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Commonwealth Equity Services held 247,480 shares of Franklin Universal Trust worth $2M as of Q2 2026.
Commonwealth Equity Services bought 3,282 Franklin Universal Trust shares in Q2 2026, an estimated $26.5K.
Franklin Universal Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2109 holding.
Commonwealth Equity Services first reported a position in Franklin Universal Trust in Q1 2024 and has held it in 10 quarters since.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.