Stifel Financial’s Franklin Universal Trust FT Stock Holding History

Stifel 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	$3.07M	Buy	383,120 +23,570	+7%	+$191K	﹤0.01%	1648
2025 Q4	$2.88M	Sell	359,550 -21,192	-6%	-$170K	﹤0.01%	1681
2025 Q3	$3.06M	Sell	380,742 -962	-0.3%	-$7.57K	﹤0.01%	1593
2025 Q2	$2.91M	Sell	381,704 -16,101	-4%	-$119K	﹤0.01%	1579
2025 Q1	$3M	Buy	397,805 +124,341	+45%	+$934K	﹤0.01%	1477
2024 Q4	$2M	Buy	273,464 +16,882	+7%	+$127K	﹤0.01%	1776
2024 Q3	$1.94M	Buy	256,582 +11,047	+4%	+$78.9K	﹤0.01%	1796
2024 Q2	$1.67M	Sell	245,535 -8,787	-3%	-$59K	﹤0.01%	1849
2024 Q1	$1.69M	Sell	254,322 -7,641	-3%	-$49.9K	﹤0.01%	1847
2023 Q4	$1.74M	Buy	261,963 +29,562	+13%	+$189K	﹤0.01%	1770
2023 Q3	$1.48M	Sell	232,401 -10,282	-4%	-$69.7K	﹤0.01%	1791
2023 Q2	$1.63M	Sell	242,683 -13,514	-5%	-$92.2K	﹤0.01%	1768
2023 Q1	$1.83M	Sell	256,197 -13,697	-5%	-$96.4K	﹤0.01%	1625
2022 Q4	$1.82M	Buy	269,894 +34,954	+15%	+$233K	﹤0.01%	1590
2022 Q3	$1.49M	Sell	234,940 -16,039	-6%	-$122K	﹤0.01%	1672
2022 Q2	$1.87M	Sell	250,979 -96,624	-28%	-$738K	﹤0.01%	1543
2022 Q1	$2.81M	Buy	347,603 +60,858	+21%	+$497K	﹤0.01%	1392
2021 Q4	$2.43M	Sell	286,745 -11,756	-4%	-$97K	﹤0.01%	1474
2021 Q3	$2.42M	Buy	298,501 +9,706	+3%	+$82.1K	﹤0.01%	1454
2021 Q2	$2.39M	Buy	288,795 +11,005	+4%	+$87K	﹤0.01%	1482
2021 Q1	$2.08M	Buy	277,790 +8,044	+3%	+$60K	﹤0.01%	1492
2020 Q4	$2.02M	Buy	269,746 +6,112	+2%	+$43.6K	﹤0.01%	1386
2020 Q3	$1.8M	Sell	263,634 -19,541	-7%	-$136K	﹤0.01%	1273
2020 Q2	$1.89M	Sell	283,175 -15,381	-5%	-$101K	﹤0.01%	1190
2020 Q1	$1.83M	Buy	298,556 +26,954	+10%	+$199K	0.01%	1081
2019 Q4	$2.12M	Buy	271,602 +17,312	+7%	+$132K	﹤0.01%	1301
2019 Q3	$1.92M	Buy	254,290 +120,279	+90%	+$890K	﹤0.01%	1336
2019 Q2	$985K	Buy	134,011 +10,516	+9%	+$74.1K	﹤0.01%	1808
2019 Q1	$868K	Buy	123,495 +19,489	+19%	+$132K	﹤0.01%	1743
2018 Q4	$658K	Buy	104,006 +16,315	+19%	+$106K	﹤0.01%	1797
2018 Q3	$585K	Buy	87,691 +396	+0.5%	+$2.67K	﹤0.01%	2011
2018 Q2	$584K	Sell	87,295 -521	-0.6%	-$3.49K	﹤0.01%	1947
2018 Q1	$593K	Buy	87,816 +1,128	+1%	+$7.78K	﹤0.01%	1870
2017 Q4	$624K	Sell	86,688 -106,759	-55%	-$774K	﹤0.01%	1786
2017 Q3	$1.41M	Buy	193,447 +13,471	+7%	+$97.3K	﹤0.01%	1304
2017 Q2	$1.28M	Buy	179,976 +61,163	+51%	+$439K	﹤0.01%	1330
2017 Q1	$828K	Buy	118,813 +18,688	+19%	+$129K	﹤0.01%	1535
2016 Q4	$669K	Sell	100,125 -92,929	-48%	-$610K	﹤0.01%	1613
2016 Q3	$1.32M	Buy	193,054 +16,989	+10%	+$117K	0.01%	1192
2016 Q2	$1.21M	Buy	176,065 +42,015	+31%	+$274K	0.01%	1231
2016 Q1	$836K	Buy	134,050 +80,749	+151%	+$471K	﹤0.01%	1319
2015 Q4	$305K	Buy	53,301 +40,120	+304%	+$238K	﹤0.01%	1904
2015 Q3	$78K	Sell	13,181 -284	-2%	-$1.77K	﹤0.01%	2155
2015 Q2	$87K	Buy	+13,465	New	+$93.7K	﹤0.01%	2269
2014 Q4	–	Sell	-123,698	Closed	-$868K	–	2373
2014 Q3	$868K	Buy	123,698 +14,441	+13%	+$106K	0.01%	1208
2014 Q2	$822K	Buy	109,257 +14,087	+15%	+$104K	0.01%	1222
2014 Q1	$684K	Buy	+95,170	New	+$675K	0.01%	1253

Other funds holding FT

AAM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Stifel Financial's FT Position: Q1 2026 in Review

Stifel Financial increased its Franklin Universal Trust (FT) stake by 6.6% in Q1 2026, buying an estimated $191K and bringing the position to 383,120 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Stifel Financial first reported a position in FT in Q1 2014 and has held it in 47 quarters since. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Stifel Financial held 383,120 shares of Franklin Universal Trust worth $3.07M as of Q1 2026.
Stifel Financial bought 23,570 Franklin Universal Trust shares in Q1 2026, an estimated $191K.
Franklin Universal Trust made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1648 holding.
Stifel Financial first reported a position in Franklin Universal Trust in Q1 2014 and has held it in 47 quarters since.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.