Oppenheimer & Co’s Franklin Universal Trust FT Stock Holding History

Oppenheimer & Co’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	$95.1K	Hold	11,795	–	–	﹤0.01%	1722
2026 Q1	$94.5K	Hold	11,795	–	–	﹤0.01%	1646
2025 Q4	$94.4K	Hold	11,795	–	–	﹤0.01%	1498
2025 Q3	$94.8K	Hold	11,795	–	–	﹤0.01%	1613
2025 Q2	$89.9K	Buy	11,795 +1,075	+10%	+$7.95K	﹤0.01%	1571
2025 Q1	$80.7K	Buy	+10,720	New	+$80.5K	﹤0.01%	1527

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

Oppenheimer & Co's FT Position: Q2 2026 in Review

Oppenheimer & Co held its Franklin Universal Trust (FT) position steady in Q2 2026 at 11,795 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Oppenheimer & Co first reported a position in FT in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Oppenheimer & Co held 11,795 shares of Franklin Universal Trust worth $95.1K as of Q2 2026.
Oppenheimer & Co left its Franklin Universal Trust share count unchanged in Q2 2026.
Franklin Universal Trust made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1722 holding.
Oppenheimer & Co first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.