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
Q2 		$2.88M Buy
65,780
+4,734
+8% +$185K ﹤0.01% 1864
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Franklin Resources's UVSP Position: Q2 2026 in Review

Franklin Resources increased its Univest Financial (UVSP) stake by 7.8% in Q2 2026, buying an estimated $185K and bringing the position to 65,780 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Franklin Resources first reported a position in UVSP in Q2 2023 and has held it in 11 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Franklin Resources held 65,780 shares of Univest Financial worth $2.88M as of Q2 2026.
  • Franklin Resources bought 4,734 Univest Financial shares in Q2 2026, an estimated $185K.
  • Univest Financial made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1864 holding.
  • Franklin Resources first reported a position in Univest Financial in Q2 2023 and has held it in 11 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.