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
Q2 		$118K Buy
14,657
+514
+4% +$4.16K ﹤0.01% 2447
2026
Q1 		$113K Buy
+14,143
New +$115K ﹤0.01% 2328

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Commonwealth Equity Services
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

&Partners's FT Position: Q2 2026 in Review

&Partners increased its Franklin Universal Trust (FT) stake by 3.6% in Q2 2026, buying an estimated $4.16K and bringing the position to 14,657 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

&Partners first reported a position in FT in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • &Partners held 14,657 shares of Franklin Universal Trust worth $118K as of Q2 2026.
  • &Partners bought 514 Franklin Universal Trust shares in Q2 2026, an estimated $4.16K.
  • Franklin Universal Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2447 holding.
  • &Partners first reported a position in Franklin Universal Trust in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.