IFG
FT

Independent Financial Group’s Franklin Universal Trust FT Stock Holding History

Independent Financial Group’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 		– Sell
-13,362
Closed -$107K – 1580
2026
Q1 		$107K Sell
13,362
-5,209
-28% -$42.3K ﹤0.01% 1421
2025
Q4 		$149K Sell
18,571
-46
-0.2% -$368 ﹤0.01% 1366
2025
Q3 		$150K Sell
18,617
-709
-4% -$5.58K ﹤0.01% 1314
2025
Q2 		$147K Sell
19,326
-1,957
-9% -$14.5K ﹤0.01% 1251
2025
Q1 		$160K Sell
21,283
-15,308
-42% -$115K 0.01% 1133
2024
Q4 		$267K Sell
36,591
-2,848
-7% -$21.4K 0.01% 946
2024
Q3 		$298K Buy
39,439
+1,062
+3% +$7.58K 0.01% 887
2024
Q2 		$261K Sell
38,377
-3,456
-8% -$23.2K 0.01% 894
2024
Q1 		$278K Buy
41,833
+46
+0.1% +$300 0.01% 819
2023
Q4 		$278K Buy
41,787
+45
+0.1% +$288 0.01% 751
2023
Q3 		$265K Buy
41,742
+4,042
+11% +$27.4K 0.02% 708
2023
Q2 		$254K Buy
37,700
+4,350
+13% +$29.7K 0.02% 720
2023
Q1 		$238K Buy
33,350
+11,450
+52% +$80.6K 0.02% 707
2022
Q4 		$147K Buy
+21,900
New +$146K 0.01% 741

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 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

Independent Financial Group's FT Position: Q2 2026 in Review

Independent Financial Group sold out of Franklin Universal Trust (FT) in Q2 2026, closing a stake of 13,362 shares — an estimated $107K sold.

Independent Financial Group first reported a position in FT in Q4 2022 and held it in 14 quarters. The position peaked at $298K in Q3 2024. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Independent Financial Group reported no remaining Franklin Universal Trust position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 13,362 Franklin Universal Trust shares in Q2 2026, an estimated $107K.
  • Independent Financial Group first reported a position in Franklin Universal Trust in Q4 2022 and held it in 14 quarters.
  • Independent Financial Group's Franklin Universal Trust position peaked at $298K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.