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Franklin Universal Trust shares owned by North Capital

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

Historical chart of North Capital investment in Franklin Universal Trust

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

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Quarterly reported holdings in Franklin Universal Trust by North Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 2.4k 8.04
2025-06-30 $18k 2.4k 7.62
2025-03-31 $18k 2.4k 7.53

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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