MB, LEVIS & ASSOCIATES, LLC

Position in FT — Franklin Universal Trust

CIK 2065807 CENTER VALLEY, PA

Position in FT

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$82,254

+$102 QoQ

Shares Held

10,269

0.0% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

MB, LEVIS & ASSOCIATES, LLC holds $833,070 across 5 Asset Management names. FT ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CEF	Sprott Physical Gold & Silver Trust	13,667	$652,189
2	FT	Franklin Universal Trust This page	10,269	$82,254
3	HLNE	Hamilton Lane INC	722	$71,766
4	SII	Sprott Inc.	110	$15,719
5	APO	Apollo Global Management, Inc.	100	$11,142

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$82,254	10,269	0.0%	Shares	Sole	2026-04-08
2025-12-31	$82,152	10,269	0.0%	Shares	Sole	2026-01-14
2025-09-30	$82,562	10,269	0.0%	Shares	Sole	2025-10-15
2025-06-30	$78,249	10,269	0.0%	Shares	Sole	2025-07-29
2025-03-31	$77,325	10,269	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.