Franklin Resources
UVSP icon

Franklin Resources’s Univest Financial UVSP Stock Holding History

Franklin Resources’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.09M Buy
61,046
+9,008
+17% +$305K ﹤0.01% 1899
2025
Q4 		$1.7M Buy
52,038
+1,082
+2% +$33.9K ﹤0.01% 1862
2025
Q3 		$1.53M Buy
50,956
+974
+2% +$29.9K ﹤0.01% 1892
2025
Q2 		$1.5M Buy
49,982
+2,121
+4% +$61.7K ﹤0.01% 1816
2025
Q1 		$1.36M Sell
47,861
-219
-0.5% -$6.48K ﹤0.01% 1831
2024
Q4 		$1.42M Sell
48,080
-232
-0.5% -$6.9K ﹤0.01% 1845
2024
Q3 		$1.35M Buy
48,312
+12,771
+36% +$340K ﹤0.01% 1860
2024
Q2 		$811K Buy
35,541
+14,652
+70% +$310K ﹤0.01% 2020
2024
Q1 		$435K Buy
+20,889
New +$424K ﹤0.01% 2311
2023
Q3 		– Sell
-16,785
Closed -$303K – 2788
2023
Q2 		$303K Buy
+16,785
New +$329K ﹤0.01% 2204

Other funds holding UVSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return