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Allworth Financial’s Univest Financial UVSP Stock Holding History

Allworth Financial’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
Q2 		$34.3K Buy
783
+326
+71% +$12.8K ﹤0.01% 2787
2026
Q1 		$15.7K Buy
457
+105
+30% +$3.55K ﹤0.01% 3166
2025
Q4 		$11.5K Sell
352
-18
-5% -$564 ﹤0.01% 3171
2025
Q3 		$11.1K Buy
370
+113
+44% +$3.47K ﹤0.01% 3076
2025
Q2 		$7.72K Buy
257
+74
+40% +$2.15K ﹤0.01% 3022
2025
Q1 		$5.38K Sell
183
-55
-23% -$1.63K ﹤0.01% 2725
2024
Q4 		$7.13K Buy
238
+26
+12% +$773 ﹤0.01% 2593
2024
Q3 		$5.97K Buy
212
+72
+51% +$1.92K ﹤0.01% 2493
2024
Q2 		$3.75K Buy
140
+14
+11% +$296 ﹤0.01% 2650
2024
Q1 		$2.62K Sell
126
-7
-5% -$142 ﹤0.01% 2710
2023
Q4 		$2.93K Buy
133
+55
+71% +$1.03K ﹤0.01% 2503
2023
Q3 		$1.36K Buy
78
+22
+39% +$405 ﹤0.01% 2724
2023
Q2 		$1.01K Buy
+56
New +$1.1K ﹤0.01% 2731
2023
Q1 		– Sell
-175
Closed -$4.57K – 3298
2022
Q4 		$4.57K Buy
175
+120
+218% +$3.22K ﹤0.01% 1930
2022
Q3 		$1K Buy
55
+47
+588% +$1.19K ﹤0.01% 2532
2022
Q2 		$0 Sell
8
-1,241
-99% -$31.8K ﹤0.01% 2840
2022
Q1 		$33K Buy
1,249
+1,233
+7,706% +$36.2K ﹤0.01% 1043
2021
Q4 		$0 Buy
+16
New +$465 ﹤0.01% 2132

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's UVSP Position: Q2 2026 in Review

Allworth Financial increased its Univest Financial (UVSP) stake by 71% in Q2 2026, buying an estimated $12.8K and bringing the position to 783 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Allworth Financial first reported a position in UVSP in Q4 2021 and has held it in 18 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Allworth Financial held 783 shares of Univest Financial worth $34.3K as of Q2 2026.
  • Allworth Financial bought 326 Univest Financial shares in Q2 2026, an estimated $12.8K.
  • Univest Financial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2787 holding.
  • Allworth Financial first reported a position in Univest Financial in Q4 2021 and has held it in 18 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.