OC
FT

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
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 $6.01B 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

Oppenheimer & Co's FT Position: Q1 2026 in Review

Oppenheimer & Co held its Franklin Universal Trust (FT) position steady in Q1 2026 at 11,795 shares worth $94.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Oppenheimer & Co first reported a position in FT in Q1 2025 and has held it in 5 quarters since. The position peaked at $94.8K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • Oppenheimer & Co held 11,795 shares of Franklin Universal Trust worth $94.5K as of Q1 2026.
  • Oppenheimer & Co left its Franklin Universal Trust share count unchanged in Q1 2026.
  • Franklin Universal Trust made up ﹤0.01% of Oppenheimer & Co's portfolio in Q1 2026, its #1646 holding.
  • Oppenheimer & Co first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 5 quarters since.
  • Oppenheimer & Co's Franklin Universal Trust position peaked at $94.8K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.