OPPENHEIMER & CO INC FT β€” FRANKLIN UNVL TR

Ownership history in OPPENHEIMER & CO INC  Β·  5 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported FRANKLIN UNVL TR (FT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows FT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in FRANKLIN UNVL TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held FT β€” position size vs. price
% of Fund (quarterly)    FT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 11,795 β€” 0% 0.00% $94K 2026-04-24 $8.14
2025 Q4 UNCHANGED β€” β€” β€” 11,795 β€” 0% 0.00% $94K 2026-02-02 $7.96
2025 Q3 UNCHANGED β€” β€” β€” 11,795 β€” 0% 0.00% $95K 2025-11-06 $7.71
2025 Q2 ADDED β€” β€” β€” 11,795 +1,075 +10.0% 0.00% $90K 2025-07-31 $7.45
2025 Q1 INITIATED β€” β€” β€” 10,720 β€” β€” 0.00% $81K 2025-04-23 $6.79

FAQ About OPPENHEIMER & CO INC and FT

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning FT?

OPPENHEIMER & CO INC reported FT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FT position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for FT was 0.00% in 2025 Q4.

What is the latest reported FT position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 11,795 shares, equal to 0.00% of portfolio, with an estimated market value of $94K.

What does the chart on this FT ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly FT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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