Assenagon Asset Management’s Univest Financial UVSP Stock Holding History

Assenagon 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 Q2	$15.7M	Buy	358,183 +100,780	+39%	+$3.95M	0.02%	454
2026 Q1	$8.82M	Buy	+257,403	New	+$8.7M	0.01%	484
2025 Q4	–	Sell	-30,251	Closed	-$908K	–	1267
2025 Q3	$908K	Buy	+30,251	New	+$929K	﹤0.01%	952
2025 Q2	–	Sell	-100,197	Closed	-$2.84M	–	1245
2025 Q1	$2.84M	Sell	100,197 -15,332	-13%	-$454K	﹤0.01%	663
2024 Q4	$3.41M	Sell	115,529 -112,792	-49%	-$3.35M	0.01%	789
2024 Q3	$6.42M	Buy	228,321 +83,312	+57%	+$2.22M	0.01%	648
2024 Q2	$3.31M	Buy	145,009 +7,099	+5%	+$150K	0.01%	749
2024 Q1	$2.87M	Sell	137,910 -39,129	-22%	-$795K	0.01%	754
2023 Q4	$3.9M	Sell	177,039 -3,955	-2%	-$74.1K	0.01%	706
2023 Q3	$3.15M	Buy	180,994 +79,472	+78%	+$1.46M	0.01%	691
2023 Q2	$1.84M	Buy	101,522 +18,250	+22%	+$357K	0.01%	811
2023 Q1	$1.98M	Sell	83,272 -8,091	-9%	-$214K	0.01%	840
2022 Q4	$2.39M	Buy	91,363 +28,939	+46%	+$776K	0.01%	758
2022 Q3	$1.47M	Sell	62,424 -1,646	-3%	-$41.6K	0.01%	806
2022 Q2	$1.63M	Sell	64,070 -32,285	-34%	-$828K	0.01%	911
2022 Q1	$2.58M	Buy	96,355 +854	+0.9%	+$25.1K	0.01%	737
2021 Q4	$2.86M	Buy	+95,501	New	+$2.78M	0.01%	694
2020 Q3	–	Sell	-37,661	Closed	-$608K	–	1364
2020 Q2	$608K	Buy	+37,661	New	+$604K	﹤0.01%	945
2019 Q4	–	Sell	-32,514	Closed	-$829K	–	946
2019 Q3	$829K	Sell	32,514 -3,166	-9%	-$81.9K	0.01%	590
2019 Q2	$937K	Buy	+35,680	New	+$895K	0.01%	739
2018 Q4	–	Sell	-76,412	Closed	-$2.02M	–	1160
2018 Q3	$2.02M	Buy	+76,412	New	+$2.13M	0.02%	518

Other funds holding UVSP

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Assenagon Asset Management's UVSP Position: Q2 2026 in Review

Assenagon Asset Management increased its Univest Financial (UVSP) stake by 39% in Q2 2026, buying an estimated $3.95M and bringing the position to 358,183 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #454.

Assenagon Asset Management first reported a position in UVSP in Q3 2018 and has held it in 21 quarters since. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Assenagon Asset Management held 358,183 shares of Univest Financial worth $15.7M as of Q2 2026.
Assenagon Asset Management bought 100,780 Univest Financial shares in Q2 2026, an estimated $3.95M.
Univest Financial made up 0.02% of Assenagon Asset Management's portfolio in Q2 2026, its #454 holding.
Assenagon Asset Management first reported a position in Univest Financial in Q3 2018 and has held it in 21 quarters since.
18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.