MG
FT

Mather Group’s Franklin Universal Trust FT Stock Holding History

Mather 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
Q1 		$12.3K Buy
+1,534
New +$12.5K ﹤0.01% 1393
2025
Q4 		– Sell
-1,534
Closed -$12.3K – 1011
2025
Q3 		$12.3K Buy
+1,534
New +$12.1K ﹤0.01% 1225
2025
Q2 		– Sell
-1,534
Closed -$11.6K – 1015
2025
Q1 		$11.6K Buy
+1,534
New +$11.5K ﹤0.01% 1217

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's FT Position: Q1 2026 in Review

Mather Group opened a new position in Franklin Universal Trust (FT) in Q1 2026: 1,534 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1393 among its holdings. This is a return to the name: Mather Group previously reported a position in FT as recently as Q3 2025.

Mather Group first reported a position in FT in Q1 2025 and has held it in 3 quarters since. The position peaked at $12.3K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Mather Group held 1,534 shares of Franklin Universal Trust worth $12.3K as of Q1 2026.
  • Franklin Universal Trust was a new Mather Group position in Q1 2026.
  • Franklin Universal Trust made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1393 holding.
  • Mather Group first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 3 quarters since.
  • Mather Group's Franklin Universal Trust position peaked at $12.3K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.