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 Q3	$72.3K	Hold	10,269	–	–	0.03%	94
2026 Q2	$82.8K	Hold	10,269	–	–	0.03%	93
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	$78.2K	Hold	10,269	–	–	0.03%	102
2025 Q1	$77.3K	Buy	+10,269	New	+$77.2K	0.04%	101

Other funds holding FT

UCI

Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

MB, Levis & Associates's FT Position: Q3 2026 in Review

MB, Levis & Associates held its Franklin Universal Trust (FT) position steady in Q3 2026 at 10,269 shares worth $72.3K. The position accounts for 0.03% of the portfolio, ranked #94.

MB, Levis & Associates first reported a position in FT in Q1 2025 and has held it in 7 quarters since. The position peaked at $82.8K in Q2 2026. 8 funds tracked by Wall St. Rank hold FT as of Q3 2026.

MB, Levis & Associates held 10,269 shares of Franklin Universal Trust worth $72.3K as of Q3 2026.
MB, Levis & Associates left its Franklin Universal Trust share count unchanged in Q3 2026.
Franklin Universal Trust made up 0.03% of MB, Levis & Associates's portfolio in Q3 2026, its #94 holding.
MB, Levis & Associates first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 7 quarters since.
MB, Levis & Associates's Franklin Universal Trust position peaked at $82.8K in Q2 2026.
8 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.