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
Q2 		$12.4K Hold
1,534
– – ﹤0.01% 1447
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 $6.56B 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

Mather Group's FT Position: Q2 2026 in Review

Mather Group held its Franklin Universal Trust (FT) position steady in Q2 2026 at 1,534 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Mather Group first reported a position in FT in Q1 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Mather Group held 1,534 shares of Franklin Universal Trust worth $12.4K as of Q2 2026.
  • Mather Group left its Franklin Universal Trust share count unchanged in Q2 2026.
  • Franklin Universal Trust made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1447 holding.
  • Mather Group first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.