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 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	$78.3K	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 $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MB, Levis & Associates's FT Position: Q2 2026 in Review

MB, Levis & Associates held its Franklin Universal Trust (FT) position steady in Q2 2026 at 10,269 shares worth $82.8K. The position accounts for 0.03% of the portfolio, ranked #93.

MB, Levis & Associates first reported a position in FT in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

MB, Levis & Associates held 10,269 shares of Franklin Universal Trust worth $82.8K as of Q2 2026.
MB, Levis & Associates left its Franklin Universal Trust share count unchanged in Q2 2026.
Franklin Universal Trust made up 0.03% of MB, Levis & Associates's portfolio in Q2 2026, its #93 holding.
MB, Levis & Associates first reported a position in Franklin Universal Trust in Q1 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.