Harbour Investments »

Franklin Universal Trust shares owned by Harbour Investments

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

Historical chart of Harbour Investments investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Franklin Universal Trust by Harbour Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $360k 45k 8.04
2025-06-30 $13k 1.6k 7.62
2025-03-31 $12k 1.6k 7.53
2024-12-31 $12k 1.6k 7.31
2021-09-30 $1.7M 207k 8.11
2021-06-30 $1.7M 207k 8.28
2021-03-31 $1.5M 207k 7.50

More positions owned by Harbour Investments

Vanguard Index Fds &p 500 Etf Shs (VOO)
Invesco Qqq Tr Nit Ser 1 (QQQ)
First Tr Exchange-traded Mid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi T Vest Laddered (BUFR)
Ishares Tr Ore S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Mith Unconstrai (UCON)
Apple Om (AAPL)
Ishares Tr Ore S&p500 Etf (IVV)
First Tr Exchange-traded Ap Strength Etf (FTCS)
Schwab Strategic Tr S Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr R Unit (SPY)
Spdr Series Trust Ortfolio S&p500 (SPLG)
Schwab Strategic Tr S Dividend Eq (SCHD)
Nvidia Corporation Om (NVDA)
Capital Grp Fixed Incm Etf T Ore Plus Incm (CGCP)

View all positions for Harbour Investments

Top funds holding Franklin Universal Trust

Moloney Securities Asset Management
LPL Financial
Advisors Asset Management
Stifel Financial
Morgan Stanley
Koshinski Asset Management
Janney Montgomery Scott
Hennion & Walsh Asset Management
Uncommon Cents Investing
Commonwealth Equity Services
Integrated Wealth Concepts
UBS Group
Wells Fargo & Company
Advisor Group Holdings
Westchester Capital Management

View all funds holding Franklin Universal Trust