Harbour Investments’s Franklin Universal Trust FT Stock Holding History

Harbour Investments’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	$415K	Hold	51,496	–	–	0.01%	1212
2026 Q1	$412K	Hold	51,496	–	–	0.01%	1149
2025 Q4	$412K	Buy	51,496 +6,750	+15%	+$54K	0.01%	939
2025 Q3	$360K	Buy	44,746 +43,106	+2,628%	+$339K	0.01%	955
2025 Q2	$12.5K	Hold	1,640	–	–	﹤0.01%	2454
2025 Q1	$12.3K	Hold	1,640	–	–	﹤0.01%	2419
2024 Q4	$12K	Buy	+1,640	New	+$12.3K	﹤0.01%	2362
2021 Q4	–	Sell	-206,636	Closed	-$1.68M	–	3012
2021 Q3	$1.68M	Buy	206,636 +1	+0%	+$8	0.05%	324
2021 Q2	$1.71M	Hold	206,635	–	–	0.05%	321
2021 Q1	$1.55M	Buy	+206,635	New	+$1.54M	0.06%	304

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments's FT Position: Q2 2026 in Review

Harbour Investments held its Franklin Universal Trust (FT) position steady in Q2 2026 at 51,496 shares worth $415K. The position accounts for 0.01% of the portfolio, ranked #1212.

Harbour Investments first reported a position in FT in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.71M in Q2 2021. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Harbour Investments held 51,496 shares of Franklin Universal Trust worth $415K as of Q2 2026.
Harbour Investments left its Franklin Universal Trust share count unchanged in Q2 2026.
Franklin Universal Trust made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1212 holding.
Harbour Investments first reported a position in Franklin Universal Trust in Q1 2021 and has held it in 10 quarters since.
Harbour Investments's Franklin Universal Trust position peaked at $1.71M in Q2 2021.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.