Armis Advisers’s Univest Financial UVSP Stock Holding History

Armis Advisers’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	$764K	Hold	18,665	–	–	0.06%	204
2026 Q2	$825K	Hold	18,665	–	–	0.08%	193
2026 Q1	$705K	Buy	18,665 +35	+0.2%	+$1.18K	0.07%	196
2025 Q4	$614K	Hold	18,630	–	–	0.07%	198
2025 Q3	$549K	Hold	18,630	–	–	0.05%	184
2025 Q2	$590K	Hold	18,630	–	–	0.05%	256
2025 Q1	$550K	Buy	+18,630	New	+$551K	0.05%	237

Other funds holding UVSP

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

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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Armis Advisers's UVSP Position: Q3 2026 in Review

Armis Advisers held its Univest Financial (UVSP) position steady in Q3 2026 at 18,665 shares worth $764K. The position accounts for 0.06% of the portfolio, ranked #204.

Armis Advisers first reported a position in UVSP in Q1 2025 and has held it in 7 quarters since. The position peaked at $825K in Q2 2026. 55 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Armis Advisers held 18,665 shares of Univest Financial worth $764K as of Q3 2026.
Armis Advisers left its Univest Financial share count unchanged in Q3 2026.
Univest Financial made up 0.06% of Armis Advisers's portfolio in Q3 2026, its #204 holding.
Armis Advisers first reported a position in Univest Financial in Q1 2025 and has held it in 7 quarters since.
Armis Advisers's Univest Financial position peaked at $825K in Q2 2026.
55 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.