Amalgamated Bank’s Univest Financial UVSP Stock Holding History

Amalgamated Bank’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	–	Sell	-893	Closed	-$29K	–	2769
2025 Q4	$29K	Sell	893 -103	-10%	-$3.23K	﹤0.01%	1981
2025 Q3	$30K	Hold	996	–	–	﹤0.01%	1987
2025 Q2	$30K	Hold	996	–	–	﹤0.01%	1973
2025 Q1	$28K	Hold	996	–	–	﹤0.01%	1960
2024 Q4	$29K	Hold	996	–	–	﹤0.01%	1994
2024 Q3	$28K	Hold	996	–	–	﹤0.01%	2016
2024 Q2	$23K	Hold	996	–	–	﹤0.01%	2069
2024 Q1	$21K	Sell	996 -1,553	-61%	-$31.6K	﹤0.01%	2111
2023 Q4	$56K	Sell	2,549 -296	-10%	-$5.54K	﹤0.01%	2196
2023 Q3	$49K	Hold	2,845	–	–	﹤0.01%	2264
2023 Q2	$51K	Sell	2,845 -132	-4%	-$2.58K	﹤0.01%	2317
2023 Q1	$71K	Sell	2,977 -696	-19%	-$18.4K	﹤0.01%	2173
2022 Q4	$96K	Hold	3,673	–	–	﹤0.01%	2152
2022 Q3	$86K	Hold	3,673	–	–	﹤0.01%	2218
2022 Q2	$93K	Buy	3,673 +190	+5%	+$4.87K	﹤0.01%	2194
2022 Q1	$93K	Buy	+3,483	New	+$102K	﹤0.01%	2225

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 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

Amalgamated Bank's UVSP Position: Q1 2026 in Review

Amalgamated Bank sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 893 shares — an estimated $29K sold.

Amalgamated Bank first reported a position in UVSP in Q1 2022 and held it in 16 quarters. The position peaked at $96K in Q4 2022. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Amalgamated Bank reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 893 Univest Financial shares in Q1 2026, an estimated $29K.
Amalgamated Bank first reported a position in Univest Financial in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's Univest Financial position peaked at $96K in Q4 2022.
209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.