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
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 $71.6B AUM 21.08% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gill Capital Partners's FT Position: Q1 2026 in Review

Gill Capital Partners opened a new position in Franklin Universal Trust (FT) in Q1 2026: 5,051 shares worth $40.5K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in FT as recently as Q4 2018.

Gill Capital Partners first reported a position in FT in Q4 2018 and has held it in 2 quarters since. The position peaked at $96K in Q4 2018. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Gill Capital Partners held 5,051 shares of Franklin Universal Trust worth $40.5K as of Q1 2026.
  • Franklin Universal Trust was a new Gill Capital Partners position in Q1 2026.
  • Franklin Universal Trust made up 0.01% of Gill Capital Partners's portfolio in Q1 2026, its #294 holding.
  • Gill Capital Partners first reported a position in Franklin Universal Trust in Q4 2018 and has held it in 2 quarters since.
  • Gill Capital Partners's Franklin Universal Trust position peaked at $96K in Q4 2018.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.