EPW
FT

Evolve Private Wealth’s Franklin Universal Trust FT Stock Holding History

Evolve Private Wealth’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 		$837K Sell
103,790
-7,648
-7% -$61.8K 0.05% 333
2026
Q1 		$893K Sell
111,438
-943
-0.8% -$7.66K 0.05% 367
2025
Q4 		$899K Buy
+112,381
New +$899K 0.05% 330

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

Evolve Private Wealth's FT Position: Q2 2026 in Review

Evolve Private Wealth reduced its Franklin Universal Trust (FT) stake by 6.9% in Q2 2026, selling an estimated $61.8K and leaving 103,790 shares worth $837K. The position accounts for 0.05% of the portfolio, ranked #333.

Evolve Private Wealth first reported a position in FT in Q4 2025 and has held it in 3 quarters since. The position peaked at $899K in Q4 2025. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Evolve Private Wealth held 103,790 shares of Franklin Universal Trust worth $837K as of Q2 2026.
  • Evolve Private Wealth sold 7,648 Franklin Universal Trust shares in Q2 2026, an estimated $61.8K.
  • Franklin Universal Trust made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #333 holding.
  • Evolve Private Wealth first reported a position in Franklin Universal Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Franklin Universal Trust position peaked at $899K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.