Acadian Asset Management’s Univest Financial UVSP Stock Holding History

Acadian Asset Management’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 Q1	$53K	Buy	+1,553	New	+$52.5K	﹤0.01%	1847
2024 Q4	–	Sell	-15,244	Closed	-$428K	–	2187
2024 Q3	$428K	Buy	+15,244	New	+$406K	﹤0.01%	1119
2021 Q2	–	Sell	-6,140	Closed	-$176K	–	2223
2021 Q1	$176K	Sell	6,140 -52,135	-89%	-$1.32M	﹤0.01%	1536
2020 Q4	$1.2M	Sell	58,275 -52,323	-47%	-$938K	﹤0.01%	928
2020 Q3	$1.59M	Sell	110,598 -61,279	-36%	-$953K	0.01%	737
2020 Q2	$2.77M	Buy	171,877 +1,316	+0.8%	+$21.1K	0.01%	640
2020 Q1	$2.78M	Buy	170,561 +18,024	+12%	+$412K	0.02%	517
2019 Q4	$4.09M	Buy	152,537 +23,229	+18%	+$601K	0.02%	486
2019 Q3	$3.3M	Buy	129,308 +38,352	+42%	+$992K	0.01%	552
2019 Q2	$2.39M	Buy	90,956 +34,832	+62%	+$874K	0.01%	576
2019 Q1	$1.37M	Buy	56,124 +50,440	+887%	+$1.23M	0.01%	792
2018 Q4	$123K	Buy	+5,684	New	+$138K	﹤0.01%	1228
2015 Q1	–	Sell	-3,789	Closed	-$77K	–	1473
2014 Q4	$77K	Sell	3,789 -1,424	-27%	-$28.2K	﹤0.01%	1030
2014 Q3	$98K	Buy	+5,213	New	+$101K	﹤0.01%	834

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Acadian Asset Management's UVSP Position: Q1 2026 in Review

Acadian Asset Management opened a new position in Univest Financial (UVSP) in Q1 2026: 1,553 shares worth $53K. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings. This is a return to the name: Acadian Asset Management previously reported a position in UVSP as recently as Q3 2024.

Acadian Asset Management first reported a position in UVSP in Q3 2014 and has held it in 14 quarters since. The position peaked at $4.09M in Q4 2019. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Acadian Asset Management held 1,553 shares of Univest Financial worth $53K as of Q1 2026.
Univest Financial was a new Acadian Asset Management position in Q1 2026.
Univest Financial made up ﹤0.01% of Acadian Asset Management's portfolio in Q1 2026, its #1847 holding.
Acadian Asset Management first reported a position in Univest Financial in Q3 2014 and has held it in 14 quarters since.
Acadian Asset Management's Univest Financial position peaked at $4.09M in Q4 2019.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.