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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jones Financial Companies's UVV Position: Q1 2026 in Review

Jones Financial Companies reduced its Universal Corp (UVV) stake by 4.6% in Q1 2026, selling an estimated $6.78K and leaving 2,602 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

Jones Financial Companies first reported a position in UVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $144K in Q4 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Jones Financial Companies held 2,602 shares of Universal Corp worth $137K as of Q1 2026.
  • Jones Financial Companies sold 126 Universal Corp shares in Q1 2026, an estimated $6.78K.
  • Universal Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2540 holding.
  • Jones Financial Companies first reported a position in Universal Corp in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Universal Corp position peaked at $144K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.