PFO
FT

PMG Family Office’s Franklin Universal Trust FT Stock Holding History

PMG Family Office’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 		$93.2K Hold
11,552
– – 0.09% 113
2026
Q1 		$92.5K Hold
11,552
– – 0.1% 99
2025
Q4 		$92.4K Hold
11,552
– – 0.11% 97
2025
Q3 		$92.9K Buy
+11,552
New +$90.9K 0.1% 96

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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

PMG Family Office's FT Position: Q2 2026 in Review

PMG Family Office held its Franklin Universal Trust (FT) position steady in Q2 2026 at 11,552 shares worth $93.2K. The position accounts for 0.09% of the portfolio, ranked #113.

PMG Family Office first reported a position in FT in Q3 2025 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • PMG Family Office held 11,552 shares of Franklin Universal Trust worth $93.2K as of Q2 2026.
  • PMG Family Office left its Franklin Universal Trust share count unchanged in Q2 2026.
  • Franklin Universal Trust made up 0.09% of PMG Family Office's portfolio in Q2 2026, its #113 holding.
  • PMG Family Office first reported a position in Franklin Universal Trust in Q3 2025 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.