Franklin Universal Trust
US ˙ NYSE ˙ US3551451038

SecurityFT / Franklin Universal Trust
InstitutionKoshinski Asset Management, Inc.
Latest Disclosed Ownership325,347 shares
Latest Disclosed Value $ 2,606,032
Koshinski Asset Management, Inc. reports 0.34% decrease in ownership of FT / Franklin Universal Trust

On April 27, 2026 - Koshinski Asset Management, Inc. filed a 13F-HR form disclosing ownership of 325,347 shares of Franklin Universal Trust (US:FT) valued at $2,606,029 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 326,444 shares of Franklin Universal Trust. This represents a change in shares of -0.34% during the quarter. The current value of the position is $2,580,002 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 325,347 -1,097 -0.34 2,606 -0.19 0.1623
2026-02-03 2025-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 326,444 -3,885 -1.18 2,612 -1.66 0.1682
2025-11-10 2025-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 330,329 -11,707 -3.42 2,656 1.88 0.1785
2025-07-29 2025-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 342,036 365 0.11 2,606 1.32 0.1967
2025-04-25 2025-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 341,671 -609 -0.18 2,573 2.80 0.2184
2025-01-16 2024-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 342,280 396 0.12 2,502 -3.17 0.2140
2024-10-10 2024-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 341,884 359 0.11 2,585 10.47 0.2236
2024-07-12 2024-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 341,525 -13,261 -3.74 2,339 -0.68 0.2168
2024-05-08 2024-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 354,786 -188,914 -34.75 2,356 -34.85 0.2411
2024-01-29 2023-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 543,700 176,355 48.01 3,616 55.02 0.5488
2023-10-18 2023-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 367,345 29,934 8.87 2,333 2.73 0.2681
2023-07-28 2023-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 337,411 -198,495 -37.04 2,271 -40.59 0.2433
2023-04-12 2023-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 535,906 29,430 5.81 3,821 12.12 0.3731
2023-01-24 2022-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 506,476 49,047 10.72 3,409 170,300.00 0.3297
2022-10-20 2022-09-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 457,429 -6,726 -1.45 3 -33.33 0.3458
2022-10-18 2022-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 457,429 -6,726 3 0.3458
2022-07-12 2022-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 464,155 703 0.15 3 -99.92 0.3436
2022-04-20 2022-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 463,452 1,062 0.23 3,754 -4.04 0.3082
2022-01-14 2021-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 462,390 238 0.05 3,912 4.35 0.3159
2021-10-12 2021-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 462,152 170,558 58.49 3,748 55.26 0.3258
2021-07-26 2021-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 291,594 -165,737 -36.24 2,414 -29.62 0.3036
2021-05-06 2021-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 457,331 3,313 0.73 3,430 0.85 0.3634
2021-03-30 2020-12-31 13F/A-2 FRANKLIN UNVL TR SH BEN INT 355145103 454,018 -36,470 -7.44 3,401 -1.51 0.4309
2021-02-05 2020-12-31 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 286,660 -167,358 3,401 0.4307
2020-11-16 2020-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 490,488 8,496 1.76 3,453 7.57 0.4639
2020-07-29 2020-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 481,992 -3,441 -0.71 3,210 8.23 0.5203
2020-04-30 2020-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 485,433 513 0.11 2,966 -21.18 0.6230
2020-01-29 2019-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 484,920 -32,263 -6.24 3,763 -3.51 0.6478
2019-10-30 2019-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 517,183 43,409 9.16 3,900 12.46 2.7070
2019-07-18 2019-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 473,774 -65,367 -12.12 3,468 -8.64 1.4107
2019-05-14 2019-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 539,141 754 0.14 3,796 11.03 1.0170
2019-02-08 2018-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 538,387 34,466 6.84 3,419 2.03 0.8402
2018-11-15 2018-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 503,921 203,566 67.78 3,351 67.05 0.4769
2018-08-13 2018-06-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 300,355 112 0.04 2,006 -1.18 0.6124
2018-08-10 2018-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 197,379 381
2018-04-09 2018-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 300,243 6,142 2.09 2,030 -3.75 0.6307
2018-01-17 2017-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 294,101 -11,630 -3.80 2,109 -5.13 0.5279
2018-01-17 2017-09-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 305,731 -9,555 -3.03 2,223 -1.38 0.7293
2017-10-12 2017-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 305,731 2,223
2018-01-17 2017-06-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 315,286 -7,524 -2.33 2,254 -0.09 0.8219
2017-07-10 2017-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 315,286 2,254
2018-01-17 2017-03-31 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 322,810 -17,580 -5.16 2,256 -0.79 0.8835
2017-04-10 2017-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 322,810 2,256
2018-01-17 2016-12-31 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 340,390 -5,530 -1.60 2,274 -3.32 1.1270
2017-01-24 2016-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 340,390 2,274
2018-01-17 2016-09-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 345,920 -9,489 -2.67 2,352 -3.88 1.1693
2016-10-17 2016-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 345,920 2,352
2018-01-17 2016-06-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 355,409 -1,932 -0.54 2,447 9.73 1.3347
2016-08-10 2016-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 355,409 2,447
2018-01-17 2016-03-31 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 357,341 85,961 31.68 2,230 43.41 1.4398
2016-04-14 2016-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 357,341 2,230
2018-01-17 2015-12-31 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 271,380 74,205 37.63 1,555 22.25 1.0872
2016-01-19 2015-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 271,380 1,555
2018-01-17 2015-09-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 197,175 20,101 11.35 1,272 11.38 0.8114
2015-10-13 2015-09-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 197,175 1,272
2018-01-17 2015-06-30 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 177,074 11,285 6.81 1,142 -4.59 0.7221
2015-07-13 2015-06-30 13F FRANKLIN UNVL TR SH BEN INT 355145103 177,074 1,142
2015-04-15 2015-03-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 165,789 3,340 2.06 1,197 3.82 0.7759
2018-01-17 2014-12-31 13F/A-1 FRANKLIN UNVL TR SH BEN INT 355145103 162,449 162,449 1,153 0.6535
2015-02-13 2014-12-31 13F FRANKLIN UNVL TR SH BEN INT 355145103 162,449 1,153
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.