Skip to main content
Equibles

MB, LEVIS & ASSOCIATES, LLC

Position in FT — Franklin Universal Trust

CIK 2065807 CENTER VALLEY, PA
Back to FT Full portfolio

Position in FT

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$82,819
+$565 QoQ
Shares Held
10,269
0.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#48
of 59 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in FT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $799,990 across 16 Asset Management names. FT ranks #2 (10.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CEF
Sprott Physical Gold & Silver Trust
 13,667 $549,823
2 FT
Franklin Universal Trust
This page 		10,269 $82,819
3 HLNE
Hamilton Lane INC
 722 $56,915
4 NFJ
Virtus Dividend, Interest & Premium Strategy Fund
 825 $12,531
5 SII
Sprott Inc.
 110 $12,358
6 APO
Apollo Global Management, Inc.
 100 $11,831
7 STK
Columbia Seligman Premium Technology Growth Fund, Inc.
 210 $11,312
8 EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
 1,092 $10,712

All Filings in FT

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $82,819 10,269
2026-03-31 $82,254 10,269
2025-12-31 $82,152 10,269
2025-09-30 $82,562 10,269
2025-06-30 $78,249 10,269
2025-03-31 $77,325 10,269