JFS Wealth Advisors’s Franklin Universal Trust FT Stock Holding History

JFS Wealth Advisors’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	$380	Buy	+47	New	+$380	﹤0.01%	2019

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

JFS Wealth Advisors's FT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Franklin Universal Trust (FT) in Q2 2026: 47 shares worth $380. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings.

59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

JFS Wealth Advisors held 47 shares of Franklin Universal Trust worth $380 as of Q2 2026.
Franklin Universal Trust was a new JFS Wealth Advisors position in Q2 2026.
Franklin Universal Trust made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2019 holding.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.