GCP
FT

Gill Capital Partners’s Franklin Universal Trust FT Stock Holding History

Gill Capital Partners’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 		$40.7K Hold
5,051
– – 0.01% 298
2026
Q1 		$40.5K Buy
+5,051
New +$41K 0.01% 294
2018
Q4 		$96K Buy
+12,267
New +$80.1K 0.07% 87

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Koshinski Asset Management
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Janney Montgomery Scott
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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
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Osaic Holdings
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Gill Capital Partners's FT Position: Q2 2026 in Review

Gill Capital Partners held its Franklin Universal Trust (FT) position steady in Q2 2026 at 5,051 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #298.

Gill Capital Partners first reported a position in FT in Q4 2018 and has held it in 3 quarters since. The position peaked at $96K in Q4 2018. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Gill Capital Partners held 5,051 shares of Franklin Universal Trust worth $40.7K as of Q2 2026.
  • Gill Capital Partners left its Franklin Universal Trust share count unchanged in Q2 2026.
  • Franklin Universal Trust made up 0.01% of Gill Capital Partners's portfolio in Q2 2026, its #298 holding.
  • Gill Capital Partners first reported a position in Franklin Universal Trust in Q4 2018 and has held it in 3 quarters since.
  • Gill Capital Partners's Franklin Universal Trust position peaked at $96K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.