Franklin Universal Trust shares owned by Independent Financial Group
Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Franklin Universal Trust
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Quarterly reported holdings in Franklin Universal Trust by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $107k | 13k | 8.01 |
| 2025-09-30 | $150k | 19k | 8.04 |
| 2025-06-30 | $147k | 19k | 7.62 |
| 2025-03-31 | $160k | 21k | 7.53 |
| 2024-12-31 | $268k | 37k | 7.31 |
| 2024-09-30 | $298k | 39k | 7.56 |
| 2024-06-30 | $261k | 38k | 6.81 |
| 2024-03-31 | $278k | 42k | 6.64 |
| 2023-12-31 | $278k | 42k | 6.65 |
| 2023-09-30 | $265k | 42k | 6.35 |
| 2023-06-30 | $254k | 38k | 6.73 |
| 2023-03-31 | $238k | 33k | 7.13 |
| 2022-12-31 | $147k | 22k | 6.73 |
More positions owned by Independent Financial Group
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