Superior Planning, LLC’s Univest Financial UVSP Stock Holding History

Superior Planning, LLC’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 Q3	$3.61K	Buy	+88	New	+$3.78K	﹤0.01%	1327

Other funds holding UVSP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.13B AUM 27.44% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Superior Planning, LLC's UVSP Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Univest Financial (UVSP) in Q3 2026: 88 shares worth $3.61K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings.

151 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Superior Planning, LLC held 88 shares of Univest Financial worth $3.61K as of Q3 2026.
Univest Financial was a new Superior Planning, LLC position in Q3 2026.
Univest Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1327 holding.
151 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.