Noble Wealth Management PBC’s Franklin Universal Trust FT Stock Holding History

Noble Wealth Management PBC’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	$26.8K	Hold	3,800	–	–	0.01%	342
2026 Q2	$30.6K	Sell	3,800 -75	-2%	-$606	0.01%	334
2026 Q1	$31K	Sell	3,875 -125	-3%	-$1.02K	0.02%	318
2025 Q4	$32K	Buy	+4,000	New	+$32K	0.02%	318
2025 Q1	–	Sell	-29,000	Closed	-$212K	–	501
2024 Q4	$212K	Buy	+29,000	New	+$218K	0.15%	116

Other funds holding FT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.91B AUM 20.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

Noble Wealth Management PBC's FT Position: Q3 2026 in Review

Noble Wealth Management PBC held its Franklin Universal Trust (FT) position steady in Q3 2026 at 3,800 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #342.

Noble Wealth Management PBC first reported a position in FT in Q4 2024 and has held it in 5 quarters since. The position peaked at $212K in Q4 2024. 27 funds tracked by Wall St. Rank hold FT as of Q3 2026.

Noble Wealth Management PBC held 3,800 shares of Franklin Universal Trust worth $26.8K as of Q3 2026.
Noble Wealth Management PBC left its Franklin Universal Trust share count unchanged in Q3 2026.
Franklin Universal Trust made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #342 holding.
Noble Wealth Management PBC first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 5 quarters since.
Noble Wealth Management PBC's Franklin Universal Trust position peaked at $212K in Q4 2024.
27 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.