P
FT

&Partners’s Franklin Universal Trust FT Stock Holding History

&Partners’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 		$113K Buy
+14,143
New +$115K ﹤0.01% 2328

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 $461M AUM 32.58% 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

&Partners's FT Position: Q1 2026 in Review

&Partners opened a new position in Franklin Universal Trust (FT) in Q1 2026: 14,143 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #2328 among its holdings.

53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • &Partners held 14,143 shares of Franklin Universal Trust worth $113K as of Q1 2026.
  • Franklin Universal Trust was a new &Partners position in Q1 2026.
  • Franklin Universal Trust made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2328 holding.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.