Advisory Services Network’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-327
Closed -$11.2K 4514
2026
Q1
$11.2K Buy
+327
New +$11.1K ﹤0.01% 3501

Other funds holding UVSP

Advisory Services Network's UVSP Position: Q2 2026 in Review

Advisory Services Network sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 327 shares — an estimated $11.2K sold.

Advisory Services Network first reported a position in UVSP in Q1 2026 and held it in 1 quarter. The position peaked at $11.2K in Q1 2026. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Advisory Services Network reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 327 Univest Financial shares in Q2 2026, an estimated $11.2K.
  • Advisory Services Network first reported a position in Univest Financial in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's Univest Financial position peaked at $11.2K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.