EH
FT

Equitable Holdings’s Franklin Universal Trust FT Stock Holding History

Equitable Holdings’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 		$161K Buy
+20,000
New +$162K ﹤0.01% 1736

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

Equitable Holdings's FT Position: Q2 2026 in Review

Equitable Holdings opened a new position in Franklin Universal Trust (FT) in Q2 2026: 20,000 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1736 among its holdings.

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

  • Equitable Holdings held 20,000 shares of Franklin Universal Trust worth $161K as of Q2 2026.
  • Franklin Universal Trust was a new Equitable Holdings position in Q2 2026.
  • Franklin Universal Trust made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1736 holding.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.