Wolverine Asset Management’s Franklin Universal Trust FT Stock Holding History

Wolverine Asset Management’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	$134K	Sell	16,563 -839	-5%	-$6.78K	﹤0.01%	1140
2026 Q1	$139K	Buy	+17,402	New	+$141K	﹤0.01%	1139
2025 Q3	–	Sell	-4,584	Closed	-$34.9K	–	1679
2025 Q2	$34.9K	Buy	+4,584	New	+$33.9K	﹤0.01%	1251
2024 Q4	–	Sell	-100,329	Closed	-$758K	–	1688
2024 Q3	$758K	Sell	100,329 -45,309	-31%	-$324K	0.01%	768
2024 Q2	$992K	Buy	145,638 +5,192	+4%	+$34.9K	0.01%	673
2024 Q1	$933K	Buy	140,446 +69,617	+98%	+$454K	0.01%	670
2023 Q4	$471K	Buy	70,829 +69,166	+4,159%	+$443K	﹤0.01%	897
2023 Q3	$10.6K	Buy	+1,663	New	+$11.3K	﹤0.01%	1461
2023 Q1	–	Sell	-118,854	Closed	-$800K	–	1961
2022 Q4	$800K	Buy	118,854 +83,017	+232%	+$554K	0.01%	803
2022 Q3	$226K	Buy	+35,837	New	+$273K	﹤0.01%	1211
2021 Q2	–	Sell	-82,901	Closed	-$621K	–	2238
2021 Q1	$621K	Buy	82,901 +9,173	+12%	+$68.4K	0.01%	827
2020 Q4	$552K	Buy	73,728 +47,433	+180%	+$338K	﹤0.01%	815
2020 Q3	$179K	Buy	+26,295	New	+$183K	﹤0.01%	1017
2019 Q3	–	Sell	-26,810	Closed	-$196K	–	1457
2019 Q2	$196K	Sell	26,810 -45,447	-63%	-$320K	﹤0.01%	1037
2019 Q1	$508K	Buy	+72,257	New	+$489K	0.01%	845
2018 Q4	–	Sell	-89,219	Closed	-$593K	–	1651
2018 Q3	$593K	Buy	89,219 +30,364	+52%	+$205K	0.01%	973
2018 Q2	$393K	Buy	58,855 +55,974	+1,943%	+$375K	0.01%	990
2018 Q1	$19K	Buy	+2,881	New	+$19.9K	﹤0.01%	1346
2014 Q4	–	Sell	-13,496	Closed	-$94K	–	2307
2014 Q3	$94K	Buy	13,496 +1,261	+10%	+$9.22K	﹤0.01%	1325
2014 Q2	$92K	Sell	12,235 -8,866	-42%	-$65.7K	﹤0.01%	1183
2014 Q1	$151K	Buy	+21,101	New	+$150K	﹤0.01%	968
2013 Q3	–	Sell	-82,268	Closed	-$561K	–	2746
2013 Q2	$561K	Buy	+82,268	New	+$609K	0.01%	691

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

Wolverine Asset Management's FT Position: Q2 2026 in Review

Wolverine Asset Management reduced its Franklin Universal Trust (FT) stake by 4.8% in Q2 2026, selling an estimated $6.78K and leaving 16,563 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Wolverine Asset Management first reported a position in FT in Q2 2013 and has held it in 22 quarters since. The position peaked at $992K in Q2 2024. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

Wolverine Asset Management held 16,563 shares of Franklin Universal Trust worth $134K as of Q2 2026.
Wolverine Asset Management sold 839 Franklin Universal Trust shares in Q2 2026, an estimated $6.78K.
Franklin Universal Trust made up ﹤0.01% of Wolverine Asset Management's portfolio in Q2 2026, its #1140 holding.
Wolverine Asset Management first reported a position in Franklin Universal Trust in Q2 2013 and has held it in 22 quarters since.
Wolverine Asset Management's Franklin Universal Trust position peaked at $992K in Q2 2024.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.