JY
FT

Jeff Yass’s Franklin Universal Trust FT Stock Holding History

Jeff Yass’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 		$103K Sell
12,816
-3,815
-23% -$30.8K ﹤0.01% 12476
2026
Q1 		$133K Buy
16,631
+2,711
+19% +$22K ﹤0.01% 12129
2025
Q4 		$111K Buy
+13,920
New +$111K ﹤0.01% 11395
2025
Q3 		– Sell
-10,876
Closed -$82.9K – 12890
2025
Q2 		$82.9K Buy
10,876
+864
+9% +$6.39K ﹤0.01% 11895
2025
Q1 		$75.4K Sell
10,012
-5,220
-34% -$39.2K ﹤0.01% 11705
2024
Q4 		$111K Sell
15,232
-3,433
-18% -$25.8K ﹤0.01% 11251
2024
Q3 		$141K Buy
+18,665
New +$133K ﹤0.01% 10799
2024
Q1 		– Sell
-21,867
Closed -$145K – 12550
2023
Q4 		$145K Buy
21,867
+6,154
+39% +$39.4K ﹤0.01% 11004
2023
Q3 		$99.8K Buy
+15,713
New +$106K ﹤0.01% 10924
2022
Q4 		– Sell
-14,503
Closed -$92K – 12819
2022
Q3 		$92K Buy
+14,503
New +$110K ﹤0.01% 11768
2022
Q1 		– Sell
-12,657
Closed -$107K – 13319
2021
Q4 		$107K Buy
12,657
+2,387
+23% +$19.7K ﹤0.01% 12099
2021
Q3 		$83K Buy
+10,270
New +$86.9K ﹤0.01% 12161
2020
Q1 		– Sell
-12,544
Closed -$98K – 10450
2019
Q4 		$98K Buy
+12,544
New +$95.8K ﹤0.01% 9148
2019
Q2 		– Sell
-24,760
Closed -$175K – 10405
2019
Q1 		$175K Sell
24,760
-63,354
-72% -$429K ﹤0.01% 7953
2018
Q4 		$560K Buy
88,114
+66,991
+317% +$437K ﹤0.01% 5803
2018
Q3 		$140K Buy
21,123
+4,820
+30% +$32.5K ﹤0.01% 8454
2018
Q2 		$109K Buy
+16,303
New +$109K ﹤0.01% 9006
2018
Q1 		– Sell
-13,758
Closed -$99K – 9581
2017
Q4 		$99K Buy
+13,758
New +$99.8K ﹤0.01% 8696

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

Jeff Yass's FT Position: Q2 2026 in Review

Jeff Yass reduced its Franklin Universal Trust (FT) stake by 23% in Q2 2026, selling an estimated $30.8K and leaving 12,816 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #12476.

Jeff Yass first reported a position in FT in Q4 2017 and has held it in 18 quarters since. The position peaked at $560K in Q4 2018. 58 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Jeff Yass held 12,816 shares of Franklin Universal Trust worth $103K as of Q2 2026.
  • Jeff Yass sold 3,815 Franklin Universal Trust shares in Q2 2026, an estimated $30.8K.
  • Franklin Universal Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12476 holding.
  • Jeff Yass first reported a position in Franklin Universal Trust in Q4 2017 and has held it in 18 quarters since.
  • Jeff Yass's Franklin Universal Trust position peaked at $560K in Q4 2018.
  • 58 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.