True North Advisors
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True North Advisors’s Franklin Universal Trust FT Stock Holding History

True North Advisors’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 		$176K Buy
+24,967
New +$194K 0.01% 296

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True North Advisors's FT Position: Q3 2026 in Review

True North Advisors opened a new position in Franklin Universal Trust (FT) in Q3 2026: 24,967 shares worth $176K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings.

10 funds tracked by Wall St. Rank hold FT as of Q3 2026.

  • True North Advisors held 24,967 shares of Franklin Universal Trust worth $176K as of Q3 2026.
  • Franklin Universal Trust was a new True North Advisors position in Q3 2026.
  • Franklin Universal Trust made up 0.01% of True North Advisors's portfolio in Q3 2026, its #296 holding.
  • 10 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on True North Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.