Skip to main content
Equibles

PFG Investments, LLC

Position in FT — Franklin Universal Trust

CIK 1973224 WOODBURY, NY
Back to FT Full portfolio

Position in FT

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$99,126
+$2,045 QoQ
Shares Held
12,291
+1.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#40
of 59 holders
Holding Since
Mar 2024
10 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, 2026

PFG Investments, LLC holds $158,386,036 across 124 Asset Management names. FT ranks #114 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CLM
Cornerstone Strategic Investment Fund, Inc.
 4,492,919 $33,966,467
2 PDI
PIMCO Dynamic Income Fund
 1,438,078 $24,015,902
3 CEF
Sprott Physical Gold & Silver Trust
 312,401 $12,567,892
4 HASI
HA Sustainable Infrastructure Capital, Inc.
 223,406 $8,724,004
5 PHYS
Sprott Physical Gold Trust
 255,745 $7,715,826
6 PTY
Pimco Corporate & Income Opportunity Fund
 504,390 $6,067,811
7 BX
Blackstone Inc.
 41,533 $4,887,188
8 NRK
Nuveen New York Amt-Free Quality Municipal Income Fund
 260,768 $2,795,432

All Filings in FT

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $99,126 12,291
2026-03-31 $97,081 12,120
2025-12-31 $98,896 12,362
2025-09-30 $98,007 12,190
2025-06-30 $90,281 11,848
2025-03-31 $87,784 11,658
2024-12-31 $83,823 11,467
2024-09-30 $92,670 12,258
2024-06-30 $87,930 12,912
2024-03-31 $85,264 12,841