Uncommon Cents Investing’s Franklin Universal Trust FT Stock Holding History

Uncommon Cents Investing’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	$1.51M	Buy	188,218 +2,798	+2%	+$22.7K	0.35%	83
2025 Q4	$1.48M	Buy	185,420 +2,758	+2%	+$22.1K	0.36%	80
2025 Q3	$1.47M	Buy	182,662 +1,647	+0.9%	+$13K	0.37%	79
2025 Q2	$1.38M	Buy	181,015 +4,390	+2%	+$32.5K	0.37%	83
2025 Q1	$1.33M	Buy	176,625 +4,223	+2%	+$31.7K	0.39%	83
2024 Q4	$1.26M	Buy	172,402 +1,923	+1%	+$14.5K	0.38%	86
2024 Q3	$1.29M	Buy	170,479 +2,048	+1%	+$14.6K	0.36%	85
2024 Q2	$1.15M	Buy	168,431 +3,757	+2%	+$25.2K	0.36%	84
2024 Q1	$1.09M	Buy	164,674 +3,824	+2%	+$25K	0.33%	89
2023 Q4	$1.07M	Buy	160,850 +6,510	+4%	+$41.7K	0.35%	86
2023 Q3	$980K	Buy	154,340 +8,129	+6%	+$55.1K	0.36%	83
2023 Q2	$984K	Buy	146,211 +1,820	+1%	+$12.4K	0.35%	85
2023 Q1	$1.03M	Buy	144,391 +2,361	+2%	+$16.6K	0.38%	81
2022 Q4	$956K	Buy	142,030 +8,553	+6%	+$57.1K	0.35%	85
2022 Q3	$845K	Buy	133,477 +2,894	+2%	+$22K	0.35%	86
2022 Q2	$973K	Buy	130,583 +9,493	+8%	+$72.5K	0.39%	75
2022 Q1	$981K	Buy	121,090 +15,440	+15%	+$126K	0.36%	80
2021 Q4	$894K	Buy	105,650 +4,334	+4%	+$35.8K	0.34%	83
2021 Q3	$822K	Sell	101,316 -325	-0.3%	-$2.75K	0.33%	84
2021 Q2	$842K	Buy	101,641 +2,750	+3%	+$21.7K	0.34%	82
2021 Q1	$742K	Sell	98,891 -2,445	-2%	-$18.2K	0.32%	82
2020 Q4	$759K	Buy	101,336 +1,240	+1%	+$8.85K	0.34%	77
2020 Q3	$683K	Buy	100,096 +75	+0.1%	+$521	0.35%	71
2020 Q2	$666K	Buy	100,021 +11,300	+13%	+$73.8K	0.37%	70
2020 Q1	$542K	Buy	88,721 +6,776	+8%	+$50K	0.34%	68
2019 Q4	$638K	Sell	81,945 -2,000	-2%	-$15.3K	0.32%	64
2019 Q3	$633K	Hold	83,945	–	–	0.41%	54
2019 Q2	$614K	Buy	83,945 +7,760	+10%	+$54.7K	0.4%	52
2019 Q1	$536K	Buy	+76,185	New	+$516K	0.35%	54

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Uncommon Cents Investing's FT Position: Q1 2026 in Review

Uncommon Cents Investing increased its Franklin Universal Trust (FT) stake by 1.5% in Q1 2026, buying an estimated $22.7K and bringing the position to 188,218 shares worth $1.51M. The position accounts for 0.35% of the portfolio, ranked #83.

Uncommon Cents Investing first reported a position in FT in Q1 2019 and has held it in 29 quarters since. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Uncommon Cents Investing held 188,218 shares of Franklin Universal Trust worth $1.51M as of Q1 2026.
Uncommon Cents Investing bought 2,798 Franklin Universal Trust shares in Q1 2026, an estimated $22.7K.
Franklin Universal Trust made up 0.35% of Uncommon Cents Investing's portfolio in Q1 2026, its #83 holding.
Uncommon Cents Investing first reported a position in Franklin Universal Trust in Q1 2019 and has held it in 29 quarters since.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Uncommon Cents Investing's 13F filing for Q1 2026, filed 15 Apr 2026.