Raymond James Financial’s Franklin Universal Trust FT Stock Holding History

Raymond James Financial’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	$383K	Sell	47,843 -3,023	-6%	-$24.5K	﹤0.01%	4527
2025 Q4	$407K	Sell	50,866 -3,035	-6%	-$24.3K	﹤0.01%	4399
2025 Q3	$433K	Sell	53,901 -9,879	-15%	-$77.7K	﹤0.01%	4208
2025 Q2	$486K	Buy	63,780 +1,455	+2%	+$10.8K	﹤0.01%	4024
2025 Q1	$469K	Sell	62,325 -21,686	-26%	-$163K	﹤0.01%	3968
2024 Q4	$614K	Buy	+84,011	New	+$632K	﹤0.01%	3776

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial's FT Position: Q1 2026 in Review

Raymond James Financial reduced its Franklin Universal Trust (FT) stake by 5.9% in Q1 2026, selling an estimated $24.5K and leaving 47,843 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #4527.

Raymond James Financial first reported a position in FT in Q4 2024 and has held it in 6 quarters since. The position peaked at $614K in Q4 2024. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Raymond James Financial held 47,843 shares of Franklin Universal Trust worth $383K as of Q1 2026.
Raymond James Financial sold 3,023 Franklin Universal Trust shares in Q1 2026, an estimated $24.5K.
Franklin Universal Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4527 holding.
Raymond James Financial first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Franklin Universal Trust position peaked at $614K in Q4 2024.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.