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Franklin Universal Trust shares owned by BFC Planning

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by BFC Planning from 13F filings

Historical chart of BFC Planning investment in Franklin Universal Trust

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All positions including Franklin Universal Trust held by BFC Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.6M 690k 8.07
2026-03-31 $5.5M 693k 8.01
2025-12-31 $5.5M 693k 8.00
2025-09-30 $8.0k 1.0k 8.04

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View all positions for BFC Planning

Top funds holding Franklin Universal Trust

Advisors Asset Management
BFC Planning
LPL Financial
Stifel Financial
Koshinski Asset Management
Janney Montgomery Scott
Commonwealth Equity Services
Uncommon Cents Investing
UBS Group
Advisor Group Holdings
Integrated Wealth Concepts
Evolve Private Wealth
Westchester Capital Management
Wells Fargo & Company
Pathstone Holdings

View all funds holding Franklin Universal Trust