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BFC Planning, Inc.’s Franklin Universal Trust FT Stock Holding History

BFC Planning, Inc.’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 		$5.57M Sell
690,391
-2,269
-0.3% -$18.3K 0.23% 93
2026
Q1 		$5.55M Sell
692,660
-116
-0% -$942 0.25% 78
2025
Q4 		$5.54M Buy
692,776
+691,776
+69,178% +$5.54M 0.24% 84
2025
Q3 		$8.04K Buy
+1,000
New +$7.87K ﹤0.01% 2013

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Morgan Stanley
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Stifel Financial
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 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
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 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

BFC Planning, Inc.'s FT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Franklin Universal Trust (FT) stake by 0.33% in Q2 2026, selling an estimated $18.3K and leaving 690,391 shares worth $5.57M. The position accounts for 0.23% of the portfolio, ranked #93.

BFC Planning, Inc. first reported a position in FT in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • BFC Planning, Inc. held 690,391 shares of Franklin Universal Trust worth $5.57M as of Q2 2026.
  • BFC Planning, Inc. sold 2,269 Franklin Universal Trust shares in Q2 2026, an estimated $18.3K.
  • Franklin Universal Trust made up 0.23% of BFC Planning, Inc.'s portfolio in Q2 2026, its #93 holding.
  • BFC Planning, Inc. first reported a position in Franklin Universal Trust in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.