MLA
FT

MB, Levis & Associates’s Franklin Universal Trust FT Stock Holding History

MB, Levis & Associates’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.3K Hold
10,269
– – 0.03% 88
2025
Q4 		$82.2K Hold
10,269
– – 0.03% 88
2025
Q3 		$82.6K Hold
10,269
– – 0.04% 89
2025
Q2 		$78.3K Hold
10,269
– – 0.03% 102
2025
Q1 		$77.3K Buy
+10,269
New +$77.2K 0.04% 101

Other funds holding FT

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MB, Levis & Associates's FT Position: Q1 2026 in Review

MB, Levis & Associates held its Franklin Universal Trust (FT) position steady in Q1 2026 at 10,269 shares worth $82.3K. The position accounts for 0.03% of the portfolio, ranked #88.

MB, Levis & Associates first reported a position in FT in Q1 2025 and has held it in 5 quarters since. The position peaked at $82.6K in Q3 2025. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

  • MB, Levis & Associates held 10,269 shares of Franklin Universal Trust worth $82.3K as of Q1 2026.
  • MB, Levis & Associates left its Franklin Universal Trust share count unchanged in Q1 2026.
  • Franklin Universal Trust made up 0.03% of MB, Levis & Associates's portfolio in Q1 2026, its #88 holding.
  • MB, Levis & Associates first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 5 quarters since.
  • MB, Levis & Associates's Franklin Universal Trust position peaked at $82.6K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.