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Equibles

HARBOUR INVESTMENTS, INC.

Position in FT — Franklin Universal Trust

CIK 810121 MADISON, WI
Back to FT Full portfolio

Position in FT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$415,572
+$3,090 QoQ
Shares Held
51,496
0.0% QoQ
Ownership
0.205%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#19
of 59 holders
Holding Since
Mar 2021
10 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, 2026

HARBOUR INVESTMENTS, INC. holds $76,252,577 across 264 Asset Management names. FT ranks #43 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FSK
FS KKR Capital Corp
 571,995 $6,005,947
2 BPRE
Bluerock Private Real Estate Fund
 286,833 $3,731,697
3 PSLV
Sprott Physical Silver Trust
 195,246 $3,684,292
4 CHI
Calamos Convertible Opportunities & Income Fund
 273,702 $3,678,554
5 PHYS
Sprott Physical Gold Trust
 107,453 $3,241,857
6 RNP
Cohen & Steers REIT & Preferred & Income Fund Inc
 147,035 $2,984,810
7 FSCO
FS Credit Opportunities Corp.
 477,739 $2,383,917
8 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 198,601 $2,331,575

All Filings in FT

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $415,572 51,496
2026-03-31 $412,482 51,496
2025-12-31 $411,968 51,496
2025-09-30 $359,757 44,746
2025-06-30 $12,496 1,640
2025-03-31 $12,349 1,640
2024-12-31 $11,988 1,640
2021-09-30 $1,675,817 206,636
2021-06-30 $1,710,937 206,635
2021-03-31 $1,549,762 206,635