PFG Investments’s Franklin Universal Trust FT Stock Holding History

PFG Investments’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	$99.1K	Buy	12,291 +171	+1%	+$1.38K	﹤0.01%	1231
2026 Q1	$97.1K	Sell	12,120 -242	-2%	-$1.97K	﹤0.01%	1125
2025 Q4	$98.9K	Buy	12,362 +172	+1%	+$1.38K	﹤0.01%	1093
2025 Q3	$98K	Buy	12,190 +342	+3%	+$2.69K	0.01%	1056
2025 Q2	$90.3K	Buy	11,848 +190	+2%	+$1.41K	0.01%	981
2025 Q1	$87.8K	Buy	11,658 +191	+2%	+$1.44K	0.01%	946
2024 Q4	$83.8K	Sell	11,467 -791	-6%	-$5.95K	0.01%	958
2024 Q3	$92.7K	Sell	12,258 -654	-5%	-$4.67K	0.01%	948
2024 Q2	$87.9K	Buy	12,912 +71	+0.6%	+$477	0.01%	881
2024 Q1	$85.3K	Buy	+12,841	New	+$83.8K	0.01%	975

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

PFG Investments's FT Position: Q2 2026 in Review

PFG Investments increased its Franklin Universal Trust (FT) stake by 1.4% in Q2 2026, buying an estimated $1.38K and bringing the position to 12,291 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

PFG Investments first reported a position in FT in Q1 2024 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

PFG Investments held 12,291 shares of Franklin Universal Trust worth $99.1K as of Q2 2026.
PFG Investments bought 171 Franklin Universal Trust shares in Q2 2026, an estimated $1.38K.
Franklin Universal Trust made up ﹤0.01% of PFG Investments's portfolio in Q2 2026, its #1231 holding.
PFG Investments first reported a position in Franklin Universal Trust in Q1 2024 and has held it in 10 quarters since.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.