Clear Creek Financial Management, LLC
Position in FT — Franklin Universal Trust
CIK 1784235
SILVERDALE, WA
Position in FT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$237,554
+$1,620 QoQ
Shares Held
29,455
0.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#21
of 59 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clear Creek Financial Management, LLC holds $12,030,721 across 25 Asset Management names. FT ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
199,404 | $3,694,956 | |
| 2 | EVV |
Eaton Vance Ltd Duration Income Fund
|
139,244 | $1,304,716 | |
| 3 | STEW |
SRH Total Return Fund, Inc.
|
38,600 | $690,940 | |
| 4 | BX |
Blackstone Inc.
|
5,321 | $626,122 | |
| 5 | BLK |
BlackRock, Inc.
|
591 | $568,281 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
51,624 | $557,022 | |
| 7 | USA |
Liberty All Star Equity Fund
|
93,252 | $541,794 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
37,787 | $443,619 |
All Filings in FT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,554 | 29,455 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $235,934 | 29,455 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $235,640 | 29,455 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $236,802 | 29,453 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $224,431 | 29,453 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $199,191 | 26,453 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $193,371 | 26,453 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $199,984 | 26,453 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $180,144 | 26,453 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $175,647 | 26,453 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $175,912 | 26,453 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $167,976 | 26,453 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $178,028 | 26,453 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $188,609 | 26,453 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||