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 Q2	$417K	Buy	51,729 +3,886	+8%	+$31.4K	﹤0.01%	4635
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 $6.56B 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

Raymond James Financial's FT Position: Q2 2026 in Review

Raymond James Financial increased its Franklin Universal Trust (FT) stake by 8.1% in Q2 2026, buying an estimated $31.4K and bringing the position to 51,729 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #4635.

Raymond James Financial first reported a position in FT in Q4 2024 and has held it in 7 quarters since. The position peaked at $614K in Q4 2024. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Raymond James Financial held 51,729 shares of Franklin Universal Trust worth $417K as of Q2 2026.
Raymond James Financial bought 3,886 Franklin Universal Trust shares in Q2 2026, an estimated $31.4K.
Franklin Universal Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4635 holding.
Raymond James Financial first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's Franklin Universal Trust position peaked at $614K in Q4 2024.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.