Mather Group
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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
Q3 		$10.8K Hold
1,534
– – ﹤0.01% 1622
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

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True North Advisors
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CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
MB, Levis & Associates
MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Highline Wealth Partners
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Mather Group's FT Position: Q3 2026 in Review

Mather Group held its Franklin Universal Trust (FT) position steady in Q3 2026 at 1,534 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Mather Group first reported a position in FT in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.4K in Q2 2026. 10 funds tracked by Wall St. Rank hold FT as of Q3 2026.

  • Mather Group held 1,534 shares of Franklin Universal Trust worth $10.8K as of Q3 2026.
  • Mather Group left its Franklin Universal Trust share count unchanged in Q3 2026.
  • Franklin Universal Trust made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1622 holding.
  • Mather Group first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 5 quarters since.
  • Mather Group's Franklin Universal Trust position peaked at $12.4K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.