Goldman Sachs’s Franklin Universal Trust FT Stock Holding History

Goldman Sachs’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	$161K	Buy	20,061 +4,932	+33%	+$40K	﹤0.01%	6138
2025 Q4	$121K	Buy	15,129 +3	+0%	+$24	﹤0.01%	6160
2025 Q3	$122K	Sell	15,126 -361	-2%	-$2.84K	﹤0.01%	6051
2025 Q2	$118K	Hold	15,487	–	–	﹤0.01%	5786
2025 Q1	$117K	Buy	+15,487	New	+$116K	﹤0.01%	5757
2022 Q4	–	Sell	-27,200	Closed	-$172K	–	6085
2022 Q3	$172K	Buy	+27,200	New	+$207K	﹤0.01%	5532
2020 Q4	–	Sell	-11,939	Closed	-$81K	–	5553
2020 Q3	$81K	Sell	11,939 -4,576	-28%	-$31.8K	﹤0.01%	5124
2020 Q2	$110K	Sell	16,515 -25,856	-61%	-$169K	﹤0.01%	4967
2020 Q1	$259K	Buy	+42,371	New	+$313K	﹤0.01%	4589

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs's FT Position: Q1 2026 in Review

Goldman Sachs increased its Franklin Universal Trust (FT) stake by 33% in Q1 2026, buying an estimated $40K and bringing the position to 20,061 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #6138.

Goldman Sachs first reported a position in FT in Q1 2020 and has held it in 9 quarters since. The position peaked at $259K in Q1 2020. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Goldman Sachs held 20,061 shares of Franklin Universal Trust worth $161K as of Q1 2026.
Goldman Sachs bought 4,932 Franklin Universal Trust shares in Q1 2026, an estimated $40K.
Franklin Universal Trust made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #6138 holding.
Goldman Sachs first reported a position in Franklin Universal Trust in Q1 2020 and has held it in 9 quarters since.
Goldman Sachs's Franklin Universal Trust position peaked at $259K in Q1 2020.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.