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Franklin Universal Trust shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Universal Trust by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $197k 25k 8.04
2025-06-30 $168k 22k 7.62
2025-03-31 $162k 22k 7.53

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Microsoft Corporation (MSFT)
Powell Industries (POWL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Thermo Fisher Scientific (TMO)
Lam Research Corp Com New (LRCX)
Meta Platforms Cl A (META)
Advanced Micro Devices (AMD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Keysight Technologies (KEYS)

View all positions for Kovitz Investment Group Partners

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