THOROUGHBRED FINANCIAL SERVICES, LLC
Position in FT — Franklin Universal Trust
CIK 1091370
BRENTWOOD, TN
Position in FT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$177,774
+$1,322 QoQ
Shares Held
22,029
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 59 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $3,788,843 across 7 Asset Management names. FT ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,112 | $1,542,889 | |
| 2 | CG |
Carlyle Group Inc.
|
11,867 | $499,719 | |
| 3 | BLK |
BlackRock, Inc.
|
507 | $487,510 | |
| 4 | APO |
Apollo Global Management, Inc.
|
3,995 | $472,648 | |
| 5 | STT |
State Street Corp
|
2,164 | $367,014 | |
| 6 | NTRS |
Northern Trust Corp
|
1,388 | $241,289 | |
| 7 | FT |
Franklin Universal Trust
This page
|
22,029 | $177,774 |
All Filings in FT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,774 | 22,029 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $176,452 | 22,029 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $176,232 | 22,029 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||