Jones Financial Companies
UVV icon

Jones Financial Companies’s Universal Corp UVV Stock Holding History

Jones Financial Companies’s Portfolio UVV Stock Details UVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$173K Buy
3,221
+619
+24% +$33K ﹤0.01% 2638
2026
Q1 		$137K Sell
2,602
-126
-5% -$6.78K ﹤0.01% 2540
2025
Q4 		$144K Buy
2,728
+1,423
+109% +$75.6K ﹤0.01% 2060
2025
Q3 		$73.4K Buy
1,305
+165
+14% +$9.12K ﹤0.01% 2211
2025
Q2 		$66.9K Buy
1,140
+207
+22% +$11.9K ﹤0.01% 2110
2025
Q1 		$52.3K Sell
933
-81
-8% -$4.32K ﹤0.01% 2042
2024
Q4 		$55.6K Buy
+1,014
New +$54.3K ﹤0.01% 1838

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Jones Financial Companies increased its Universal Corp (UVV) stake by 24% in Q2 2026, buying an estimated $33K and bringing the position to 3,221 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Jones Financial Companies first reported a position in UVV in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Jones Financial Companies held 3,221 shares of Universal Corp worth $173K as of Q2 2026.
  • Jones Financial Companies bought 619 Universal Corp shares in Q2 2026, an estimated $33K.
  • Universal Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2638 holding.
  • Jones Financial Companies first reported a position in Universal Corp in Q4 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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