Root Financial Partners
FT icon

Root Financial Partners’s Franklin Universal Trust FT Stock Holding History

Root Financial 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
Q3 		$12.4K Buy
+1,766
New +$13.7K ﹤0.01% 1804
2026
Q2 		– Sell
-1,776
Closed -$14.2K – 1450
2026
Q1 		$14.2K Hold
1,776
– – ﹤0.01% 1517
2025
Q4 		$14.2K Sell
1,776
-65
-4% -$520 ﹤0.01% 1346
2025
Q3 		$14.8K Buy
+1,841
New +$14.5K ﹤0.01% 1269

Other funds holding FT

BPI
BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's FT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Franklin Universal Trust (FT) in Q3 2026: 1,766 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #1804 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FT as recently as Q1 2026.

Root Financial Partners first reported a position in FT in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q3 2025. 47 funds tracked by Wall St. Rank hold FT as of Q3 2026.

  • Root Financial Partners held 1,766 shares of Franklin Universal Trust worth $12.4K as of Q3 2026.
  • Franklin Universal Trust was a new Root Financial Partners position in Q3 2026.
  • Franklin Universal Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1804 holding.
  • Root Financial Partners first reported a position in Franklin Universal Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Franklin Universal Trust position peaked at $14.8K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.