Franklin Universal Trust shares owned by Shaker Financial Services
Quarter-by-quarter ownership of Franklin Universal Trust (FT) shares owned by Shaker Financial Services
from 13F filings
Historical chart of Shaker Financial Services investment in Franklin Universal Trust
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Quarterly reported holdings in Franklin Universal Trust by Shaker Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 16k | 8.04 |
| 2025-06-30 | $540k | 71k | 7.62 |
| 2025-03-31 | $258k | 34k | 7.53 |
| 2024-12-31 | $374k | 51k | 7.31 |
| 2024-09-30 | $304k | 40k | 7.56 |
| 2024-06-30 | $264k | 39k | 6.81 |
| 2024-03-31 | $293k | 44k | 6.64 |
| 2023-12-31 | $156k | 23k | 6.65 |
| 2023-09-30 | $260k | 41k | 6.35 |
| 2023-06-30 | $330k | 49k | 6.73 |
| 2023-03-31 | $551k | 77k | 7.13 |
| 2022-12-31 | $744k | 111k | 6.73 |
| 2022-09-30 | $196k | 31k | 6.32 |
| 2021-12-31 | $2.2M | 265k | 8.46 |
| 2021-09-30 | $1.9M | 231k | 8.11 |
| 2021-06-30 | $2.5M | 297k | 8.28 |
| 2021-03-31 | $4.0M | 538k | 7.50 |
| 2020-12-31 | $3.5M | 462k | 7.49 |
| 2020-09-30 | $2.5M | 361k | 6.82 |
| 2020-06-30 | $1.1M | 170k | 6.66 |
| 2020-03-31 | $913k | 150k | 6.11 |
| 2019-09-30 | $758k | 101k | 7.54 |
| 2019-06-30 | $1.6M | 218k | 7.32 |
| 2019-03-31 | $321k | 46k | 7.04 |
| 2018-09-30 | $1.5M | 224k | 6.65 |
| 2018-06-30 | $926k | 139k | 6.68 |
| 2018-03-31 | $124k | 18k | 6.74 |
| 2017-09-30 | $542k | 75k | 7.27 |
| 2017-06-30 | $223k | 31k | 7.16 |
| 2017-03-31 | $642k | 92k | 6.99 |
| 2016-12-31 | $353k | 53k | 6.69 |
| 2016-09-30 | $549k | 81k | 6.80 |
| 2016-03-31 | $234k | 38k | 6.24 |
| 2014-12-31 | $1.1M | 159k | 7.10 |
| 2014-09-30 | $1.7M | 242k | 7.02 |
| 2014-06-30 | $1.6M | 209k | 7.53 |
| 2014-03-31 | $1.5M | 202k | 7.19 |
| 2013-12-31 | $1.3M | 190k | 6.94 |
| 2013-09-30 | $1.8M | 259k | 6.83 |
| 2013-06-30 | $1.6M | 233k | 6.83 |
| 2013-03-31 | $1.6M | 218k | 7.54 |
| 2012-12-31 | $1.3M | 180k | 7.06 |
| 2012-09-30 | $580k | 78k | 7.42 |
| 2012-03-31 | $583k | 85k | 6.88 |
| 2011-12-31 | $262k | 39k | 6.68 |
| 2011-06-30 | $116k | 18k | 6.53 |