Osaic Holdings’s Franklin Universal Trust FT Stock Holding History

Osaic Holdings’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	$917K	Buy	113,636 +15,140	+15%	+$122K	﹤0.01%	3093
2026 Q1	$789K	Buy	98,496 +4,430	+5%	+$36K	﹤0.01%	2928
2025 Q4	$753K	Sell	94,066 -8,008	-8%	-$64.1K	﹤0.01%	2969
2025 Q3	$818K	Sell	102,074 -8,217	-7%	-$64.6K	﹤0.01%	2981
2025 Q2	$840K	Sell	110,291 -2,383	-2%	-$17.6K	﹤0.01%	2652
2025 Q1	$848K	Sell	112,674 -76,538	-40%	-$575K	﹤0.01%	2387
2024 Q4	$1.38M	Buy	189,212 +7,341	+4%	+$55.2K	﹤0.01%	1948
2024 Q3	$1.37M	Buy	181,871 +19,971	+12%	+$143K	﹤0.01%	2008
2024 Q2	$1.1M	Sell	161,900 -10,880	-6%	-$73K	﹤0.01%	2125
2024 Q1	$1.15M	Sell	172,780 -6,346	-4%	-$41.4K	﹤0.01%	2203
2023 Q4	$1.19M	Sell	179,126 -17,711	-9%	-$113K	﹤0.01%	2340
2023 Q3	$1.25M	Buy	196,837 +10,240	+5%	+$69.4K	﹤0.01%	2425
2023 Q2	$1.26M	Buy	186,597 +479	+0.3%	+$3.27K	﹤0.01%	2285
2023 Q1	$1.33M	Buy	186,118 +3,306	+2%	+$23.3K	﹤0.01%	2194
2022 Q4	$1.23M	Sell	182,812 -19,516	-10%	-$130K	﹤0.01%	2193
2022 Q3	$1.28M	Sell	202,328 -2,276	-1%	-$17.3K	﹤0.01%	1989
2022 Q2	$1.52M	Buy	204,604 +56,790	+38%	+$434K	﹤0.01%	1876
2022 Q1	$1.2M	Buy	147,814 +551	+0.4%	+$4.5K	﹤0.01%	2402
2021 Q4	$1.25M	Buy	147,263 +9,086	+7%	+$75K	﹤0.01%	2186
2021 Q3	$1.12M	Sell	138,177 -322	-0.2%	-$2.72K	﹤0.01%	2242
2021 Q2	$1.15M	Buy	138,499 +24,232	+21%	+$191K	﹤0.01%	2228
2021 Q1	$857K	Buy	114,267 +970	+0.9%	+$7.23K	﹤0.01%	2371
2020 Q4	$848K	Sell	113,297 -15,648	-12%	-$112K	﹤0.01%	2186
2020 Q3	$880K	Sell	128,945 -8,841	-6%	-$61.4K	﹤0.01%	1949
2020 Q2	$917K	Sell	137,786 -20,081	-13%	-$131K	﹤0.01%	1815
2020 Q1	$965K	Buy	+157,867	New	+$1.17M	﹤0.01%	1570

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Osaic Holdings's FT Position: Q2 2026 in Review

Osaic Holdings increased its Franklin Universal Trust (FT) stake by 15% in Q2 2026, buying an estimated $122K and bringing the position to 113,636 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Osaic Holdings first reported a position in FT in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.52M in Q2 2022. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Osaic Holdings held 113,636 shares of Franklin Universal Trust worth $917K as of Q2 2026.
Osaic Holdings bought 15,140 Franklin Universal Trust shares in Q2 2026, an estimated $122K.
Franklin Universal Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3093 holding.
Osaic Holdings first reported a position in Franklin Universal Trust in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's Franklin Universal Trust position peaked at $1.52M in Q2 2022.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.