MSAM
FT

Moloney Securities Asset Management’s Franklin Universal Trust FT Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$5.56M Buy
691,160
+7,995
+1% +$62.9K 0.66% 37
2025
Q2 		$5.21M Buy
683,165
+12,132
+2% +$89.8K 0.64% 29
2025
Q1 		$5.05M Sell
671,033
-2,263
-0.3% -$17K 0.68% 29
2024
Q4 		$4.92M Buy
673,296
+12,380
+2% +$93.2K 0.66% 37
2024
Q3 		$5M Buy
660,916
+7,158
+1% +$51.1K 0.67% 32
2024
Q2 		$4.45M Buy
653,758
+26,843
+4% +$180K 0.64% 35
2024
Q1 		$4.16M Buy
626,915
+62,476
+11% +$408K 0.63% 36
2023
Q4 		$3.75M Buy
564,439
+68,344
+14% +$438K 0.6% 38
2023
Q3 		$3.15M Buy
496,095
+58,673
+13% +$398K 0.57% 42
2023
Q2 		$2.94M Buy
437,422
+14,825
+4% +$101K 0.52% 46
2023
Q1 		$3.01M Buy
422,597
+24,556
+6% +$173K 0.56% 46
2022
Q4 		$2.68M Buy
398,041
+81,434
+26% +$544K 0.59% 44
2022
Q3 		$2M Buy
316,607
+2,933
+0.9% +$22.3K 0.49% 57
2022
Q2 		$2.34M Buy
313,674
+9,221
+3% +$70.5K 0.55% 48
2022
Q1 		$2.47M Buy
304,453
+13,816
+5% +$113K 0.48% 58
2021
Q4 		$2.46M Buy
290,637
+11
+0% +$91 0.42% 57
2021
Q3 		$2.36M Sell
290,626
-7,490
-3% -$63.4K 0.43% 65
2021
Q2 		$2.47M Buy
298,116
+1,405
+0.5% +$11.1K 0.45% 68
2021
Q1 		$2.23M Sell
296,711
-4,601
-2% -$34.3K 0.44% 73
2020
Q4 		$2.26M Buy
301,312
+10,621
+4% +$75.8K 0.5% 61
2020
Q3 		$1.98M Buy
290,691
+23,461
+9% +$163K 0.52% 59
2020
Q2 		$1.78M Buy
267,230
+59,811
+29% +$391K 0.52% 63
2020
Q1 		$1.27M Buy
207,419
+20,475
+11% +$151K 0.45% 74
2019
Q4 		$1.45M Buy
186,944
+8,019
+4% +$61.3K 0.45% 58
2019
Q3 		$1.35M Buy
178,925
+11,178
+7% +$82.7K 0.45% 59
2019
Q2 		$1.23M Buy
167,747
+28,854
+21% +$203K 0.41% 66
2019
Q1 		$978K Buy
138,893
+52,553
+61% +$356K 0.34% 93
2018
Q4 		$548K Buy
86,340
+76,340
+763% +$498K 0.22% 129
2018
Q3 		$66K Buy
+10,000
New +$67.4K 0.02% 290
2018
Q1 		– Sell
-16,950
Closed -$122K – 300
2017
Q4 		$122K Hold
16,950
– – 0.05% 254
2017
Q3 		$123K Hold
16,950
– – 0.05% 258
2017
Q2 		$121K Hold
16,950
– – 0.06% 237
2017
Q1 		$118K Hold
16,950
– – 0.06% 228
2016
Q4 		$113K Buy
+16,950
New +$111K 0.07% 213

Other funds holding FT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Moloney Securities Asset Management's FT Position: Q3 2025 in Review

Moloney Securities Asset Management increased its Franklin Universal Trust (FT) stake by 1.2% in Q3 2025, buying an estimated $62.9K and bringing the position to 691,160 shares worth $5.56M. The position accounts for 0.66% of the portfolio, ranked #37.

Moloney Securities Asset Management first reported a position in FT in Q4 2016 and has held it in 34 quarters since. 50 funds tracked by Wall St. Rank hold FT as of Q3 2025.

  • Moloney Securities Asset Management held 691,160 shares of Franklin Universal Trust worth $5.56M as of Q3 2025.
  • Moloney Securities Asset Management bought 7,995 Franklin Universal Trust shares in Q3 2025, an estimated $62.9K.
  • Franklin Universal Trust made up 0.66% of Moloney Securities Asset Management's portfolio in Q3 2025, its #37 holding.
  • Moloney Securities Asset Management first reported a position in Franklin Universal Trust in Q4 2016 and has held it in 34 quarters since.
  • 50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.