KCIA
FT

Kingsbury Capital Investment Advisors’s Franklin Universal Trust FT Stock Holding History

Kingsbury Capital Investment 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 		$86.6K Buy
10,734
+167
+2% +$1.35K 0.07% 113
2026
Q1 		$84.6K Buy
+10,567
New +$85.8K 0.08% 106

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

Kingsbury Capital Investment Advisors's FT Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its Franklin Universal Trust (FT) stake by 1.6% in Q2 2026, buying an estimated $1.35K and bringing the position to 10,734 shares worth $86.6K. The position accounts for 0.07% of the portfolio, ranked #113.

Kingsbury Capital Investment Advisors first reported a position in FT in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 10,734 shares of Franklin Universal Trust worth $86.6K as of Q2 2026.
  • Kingsbury Capital Investment Advisors bought 167 Franklin Universal Trust shares in Q2 2026, an estimated $1.35K.
  • Franklin Universal Trust made up 0.07% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #113 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Franklin Universal Trust in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.