Jones Financial Companies
UVSP icon

Jones Financial Companies’s Univest Financial UVSP Stock Holding History

Jones Financial Companies’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 		$496K Sell
11,165
-618
-5% -$24.2K ﹤0.01% 2221
2026
Q1 		$395K Buy
11,783
+11,780
+392,667% +$398K ﹤0.01% 2148
2025
Q4 		$98 Buy
+3
New +$94 ﹤0.01% 4316

Other funds holding UVSP

BlackRock
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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 $3.38T AUM 44.17% 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

Jones Financial Companies's UVSP Position: Q2 2026 in Review

Jones Financial Companies reduced its Univest Financial (UVSP) stake by 5.2% in Q2 2026, selling an estimated $24.2K and leaving 11,165 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Jones Financial Companies first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Jones Financial Companies held 11,165 shares of Univest Financial worth $496K as of Q2 2026.
  • Jones Financial Companies sold 618 Univest Financial shares in Q2 2026, an estimated $24.2K.
  • Univest Financial made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2221 holding.
  • Jones Financial Companies first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.