Pathstone Holdings »

Franklin Universal Trust shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Franklin Universal Trust

Tip: Access up to 7 years of quarterly data

All positions including Franklin Universal Trust held by Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $509k 63k 8.04
2025-06-30 $498k 65k 7.62
2025-03-31 $390k 52k 7.49
2024-12-31 $399k 55k 7.31
2024-09-30 $243k 32k 7.56

More positions owned by Pathstone Holdings

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

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