Bank of America’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.74M | Buy |
225,853
+34,557
| +18% | +$1.17M | ﹤0.01% | 3146 |
|
|
2025
Q4 | $6.26M | Sell |
191,296
-4,648
| -2% | -$146K | ﹤0.01% | 3205 |
|
|
2025
Q3 | $5.88M | Buy |
195,944
+29,822
| +18% | +$916K | ﹤0.01% | 3831 |
|
|
2025
Q2 | $4.99M | Buy |
166,122
+34,220
| +26% | +$996K | ﹤0.01% | 3901 |
|
|
2025
Q1 | $3.74M | Sell |
131,902
-431
| -0.3% | -$12.8K | ﹤0.01% | 4107 |
|
|
2024
Q4 | $3.91M | Buy |
132,333
+24,792
| +23% | +$737K | ﹤0.01% | 3821 |
|
|
2024
Q3 | $3.03M | Sell |
107,541
-4,894
| -4% | -$130K | ﹤0.01% | 4199 |
|
|
2024
Q2 | $2.57M | Buy |
112,435
+19,026
| +20% | +$402K | ﹤0.01% | 4237 |
|
|
2024
Q1 | $1.94M | Sell |
93,409
-946
| -1% | -$19.2K | ﹤0.01% | 4471 |
|
|
2023
Q4 | $2.08M | Buy |
94,355
+17,527
| +23% | +$328K | ﹤0.01% | 4364 |
|
|
2023
Q3 | $1.34M | Buy |
76,828
+20,072
| +35% | +$369K | ﹤0.01% | 4600 |
|
|
2023
Q2 | $1.03M | Sell |
56,756
-10,115
| -15% | -$198K | ﹤0.01% | 4761 |
|
|
2023
Q1 | $1.59M | Sell |
66,871
-19,731
| -23% | -$522K | ﹤0.01% | 4546 |
|
|
2022
Q4 | $2.26M | Buy |
86,602
+9,793
| +13% | +$263K | ﹤0.01% | 4139 |
|
|
2022
Q3 | $1.8M | Buy |
76,809
+5,305
| +7% | +$134K | ﹤0.01% | 4375 |
|
|
2022
Q2 | $1.82M | Sell |
71,504
-31,047
| -30% | -$796K | ﹤0.01% | 4392 |
|
|
2022
Q1 | $2.74M | Sell |
102,551
-79,926
| -44% | -$2.35M | ﹤0.01% | 4269 |
|
|
2021
Q4 | $5.46M | Buy |
182,477
+12,643
| +7% | +$368K | ﹤0.01% | 3573 |
|
|
2021
Q3 | $4.65M | Buy |
169,834
+6,361
| +4% | +$171K | ﹤0.01% | 3639 |
|
|
2021
Q2 | $4.31M | Sell |
163,473
-30,683
| -16% | -$862K | ﹤0.01% | 3652 |
|
|
2021
Q1 | $5.55M | Sell |
194,156
-63,591
| -25% | -$1.61M | ﹤0.01% | 3300 |
|
|
2020
Q4 | $5.3M | Sell |
257,747
-2,394
| -0.9% | -$42.9K | ﹤0.01% | 3075 |
|
|
2020
Q3 | $3.74M | Buy |
260,141
+13,834
| +6% | +$215K | ﹤0.01% | 3174 |
|
|
2020
Q2 | $3.98M | Buy |
246,307
+35,797
| +17% | +$574K | ﹤0.01% | 3048 |
|
|
2020
Q1 | $3.44M | Sell |
210,510
-58,795
| -22% | -$1.35M | ﹤0.01% | 3032 |
|
|
2019
Q4 | $7.21M | Buy |
269,305
+19,130
| +8% | +$495K | ﹤0.01% | 2876 |
|
|
2019
Q3 | $6.38M | Buy |
250,175
+97,607
| +64% | +$2.53M | ﹤0.01% | 2968 |
|
|
2019
Q2 | $4.01M | Sell |
152,568
-727
| -0.5% | -$18.2K | ﹤0.01% | 3426 |
|
|
2019
Q1 | $3.75M | Buy |
153,295
+37,034
| +32% | +$904K | ﹤0.01% | 3443 |
|
|
2018
Q4 | $2.51M | Buy |
116,261
+102,651
| +754% | +$2.5M | ﹤0.01% | 3656 |
|
|
2018
Q3 | $360K | Sell |
13,610
-10,001
| -42% | -$278K | ﹤0.01% | 5159 |
|
|
2018
Q2 | $650K | Sell |
23,611
-20,298
| -46% | -$582K | ﹤0.01% | 4745 |
|
|
2018
Q1 | $1.22M | Buy |
43,909
+19,859
| +83% | +$556K | ﹤0.01% | 4260 |
|
|
2017
Q4 | $675K | Buy |
24,050
+18,188
| +310% | +$538K | ﹤0.01% | 4741 |
|
|
2017
Q3 | $188K | Sell |
5,862
-14,728
| -72% | -$440K | ﹤0.01% | 5418 |
|
|
2017
Q2 | $617K | Buy |
20,590
+13,625
| +196% | +$391K | ﹤0.01% | 4772 |
|
|
2017
Q1 | $180K | Sell |
6,965
-2,487
| -26% | -$69.7K | ﹤0.01% | 5367 |
|
|
2016
Q4 | $292K | Sell |
9,452
-1,799
| -16% | -$48K | ﹤0.01% | 5132 |
|
|
2016
Q3 | $262K | Sell |
11,251
-25,813
| -70% | -$576K | ﹤0.01% | 4994 |
|
|
2016
Q2 | $779K | Buy |
37,064
+34,796
| +1,534% | +$692K | ﹤0.01% | 4353 |
|
|
2016
Q1 | $44K | Sell |
2,268
-208
| -8% | -$4.03K | ﹤0.01% | 5835 |
|
|
2015
Q4 | $52K | Buy |
2,476
+319
| +15% | +$6.45K | ﹤0.01% | 6029 |
|
|
2015
Q3 | $41K | Sell |
2,157
-411
| -16% | -$8.09K | ﹤0.01% | 6026 |
|
|
2015
Q2 | $52K | Buy |
2,568
+527
| +26% | +$10.3K | ﹤0.01% | 5922 |
|
|
2015
Q1 | $40K | Sell |
2,041
-309
| -13% | -$5.95K | ﹤0.01% | 5762 |
|
|
2014
Q4 | $48K | Buy |
2,350
+2,036
| +648% | +$40.4K | ﹤0.01% | 6379 |
|
|
2014
Q3 | $6K | Sell |
314
-3,956
| -93% | -$76.9K | ﹤0.01% | 7506 |
|
|
2014
Q2 | $88K | Buy |
4,270
+4,017
| +1,588% | +$80.2K | ﹤0.01% | 6237 |
|
|
2014
Q1 | $5K | Sell |
253
-1,315
| -84% | -$25.5K | ﹤0.01% | 7367 |
|
|
2013
Q4 | $32K | Buy |
1,568
+890
| +131% | +$17.7K | ﹤0.01% | 6819 |
|
|
2013
Q3 | $13K | Sell |
678
-14,213
| -95% | -$281K | ﹤0.01% | 7073 |
|
|
2013
Q2 | $284K | Buy |
+14,891
| New | +$264K | ﹤0.01% | 5277 |
|
Other funds holding UVSP
VCM
Bank of America's UVSP Position: Q1 2026 in Review
Bank of America increased its Univest Financial (UVSP) stake by 18% in Q1 2026, buying an estimated $1.17M and bringing the position to 225,853 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3146.
Bank of America first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Bank of America held 225,853 shares of Univest Financial worth $7.74M as of Q1 2026.
- Bank of America bought 34,557 Univest Financial shares in Q1 2026, an estimated $1.17M.
- Univest Financial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3146 holding.
- Bank of America first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
- 209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.