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Bailard’s Univest Financial UVSP Stock Holding History

Bailard’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
2025
Q3 		– Sell
-8,000
Closed -$240K – 883
2025
Q2 		$240K Hold
8,000
– – 0.01% 686
2025
Q1 		$227K Sell
8,000
-13,132
-62% -$389K 0.01% 662
2024
Q4 		$624K Buy
21,132
+332
+2% +$9.87K 0.02% 418
2024
Q3 		$585K Buy
+20,800
New +$554K 0.02% 436
2024
Q1 		– Sell
-33,400
Closed -$736K – 818
2023
Q4 		$736K Buy
33,400
+22,400
+204% +$420K 0.02% 352
2023
Q3 		$191K Buy
+11,000
New +$202K 0.01% 664
2020
Q1 		– Sell
-8,200
Closed -$220K – 571
2019
Q4 		$220K Buy
+8,200
New +$212K 0.01% 475

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bailard's UVSP Position: Q3 2025 in Review

Bailard sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 8,000 shares — an estimated $240K sold.

Bailard first reported a position in UVSP in Q4 2019 and held it in 7 quarters. The position peaked at $736K in Q4 2023. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Bailard reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 8,000 Univest Financial shares in Q3 2025, an estimated $240K.
  • Bailard first reported a position in Univest Financial in Q4 2019 and held it in 7 quarters.
  • Bailard's Univest Financial position peaked at $736K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.