KMT Wealth Management’s Franklin Universal Trust FT Stock Holding History

KMT Wealth Management’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	New	+$86.8K	0.07%	113

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

KMT Wealth Management's FT Position: Q2 2026 in Review

KMT Wealth Management opened a new position in Franklin Universal Trust (FT) in Q2 2026: 10,734 shares worth $86.6K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings.

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

KMT Wealth Management held 10,734 shares of Franklin Universal Trust worth $86.6K as of Q2 2026.
Franklin Universal Trust was a new KMT Wealth Management position in Q2 2026.
Franklin Universal Trust made up 0.07% of KMT Wealth Management's portfolio in Q2 2026, its #113 holding.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.