NWMP
FT

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
Q2 		$30.6K Sell
3,800
-75
-2% -$606 0.01% 334
2026
Q1 		$31K Sell
3,875
-125
-3% -$1.01K 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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Noble Wealth Management PBC's FT Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Franklin Universal Trust (FT) stake by 1.9% in Q2 2026, selling an estimated $606 and leaving 3,800 shares worth $30.6K. The position accounts for 0.01% of the portfolio, ranked #334.

Noble Wealth Management PBC first reported a position in FT in Q4 2024 and has held it in 4 quarters since. The position peaked at $212K in Q4 2024. 7 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Noble Wealth Management PBC held 3,800 shares of Franklin Universal Trust worth $30.6K as of Q2 2026.
  • Noble Wealth Management PBC sold 75 Franklin Universal Trust shares in Q2 2026, an estimated $606.
  • Franklin Universal Trust made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #334 holding.
  • Noble Wealth Management PBC first reported a position in Franklin Universal Trust in Q4 2024 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's Franklin Universal Trust position peaked at $212K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.