AssetMark Inc’s Univest Financial UVSP Stock Holding History

AssetMark Inc’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	$1.66K	Buy	+38	New	+$1.49K	﹤0.01%	3018

Other funds holding UVSP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

EFG

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

GLLW

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

AssetMark Inc's UVSP Position: Q2 2026 in Review

AssetMark Inc opened a new position in Univest Financial (UVSP) in Q2 2026: 38 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #3018 among its holdings.

71 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

AssetMark Inc held 38 shares of Univest Financial worth $1.66K as of Q2 2026.
Univest Financial was a new AssetMark Inc position in Q2 2026.
Univest Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3018 holding.
71 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.