Bessemer Group’s Univest Financial UVSP Stock Holding History

Bessemer Group’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	$17K	Hold	380	–	–	﹤0.01%	2042
2026 Q1	$13K	Hold	380	–	–	﹤0.01%	2054
2025 Q4	$12K	Hold	380	–	–	﹤0.01%	2066
2025 Q3	$11K	Hold	380	–	–	﹤0.01%	1925
2025 Q2	$11K	Hold	380	–	–	﹤0.01%	1795
2025 Q1	$11K	Sell	380 -257	-40%	-$7.61K	﹤0.01%	1747
2024 Q4	$19K	Sell	637 -2,129	-77%	-$63.3K	﹤0.01%	1544
2024 Q3	$78K	Buy	2,766 +110	+4%	+$2.93K	﹤0.01%	1316
2024 Q2	$61K	Hold	2,656	–	–	﹤0.01%	1247
2024 Q1	$55K	Hold	2,656	–	–	﹤0.01%	1288
2023 Q4	$59K	Hold	2,656	–	–	﹤0.01%	1316
2023 Q3	$46K	Hold	2,656	–	–	﹤0.01%	1354
2023 Q2	$48K	Hold	2,656	–	–	﹤0.01%	1382
2023 Q1	$63K	Buy	+2,656	New	+$70.3K	﹤0.01%	1177
2022 Q2	–	Sell	-166	Closed	-$4K	–	2032
2022 Q1	$4K	Hold	166	–	–	﹤0.01%	1632
2021 Q4	$5K	Hold	166	–	–	﹤0.01%	1600
2021 Q3	$5K	Sell	166 -91	-35%	-$2.44K	﹤0.01%	1524
2021 Q2	$7K	Buy	+257	New	+$7.22K	﹤0.01%	1397
2020 Q3	–	Sell	-87,200	Closed	-$1.41M	–	1676
2020 Q2	$1.41M	Hold	87,200	–	–	﹤0.01%	608
2020 Q1	$1.42M	Hold	87,200	–	–	0.01%	518
2019 Q4	$2.33M	Buy	87,200 +1,400	+2%	+$36.2K	0.01%	515
2019 Q3	$2.19M	Buy	85,800 +4,200	+5%	+$109K	0.01%	492
2019 Q2	$2.14M	Hold	81,600	–	–	0.01%	513
2019 Q1	$2M	Buy	+81,600	New	+$1.99M	0.01%	453

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bessemer Group's UVSP Position: Q2 2026 in Review

Bessemer Group held its Univest Financial (UVSP) position steady in Q2 2026 at 380 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Bessemer Group first reported a position in UVSP in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.33M in Q4 2019. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Bessemer Group held 380 shares of Univest Financial worth $17K as of Q2 2026.
Bessemer Group left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2042 holding.
Bessemer Group first reported a position in Univest Financial in Q1 2019 and has held it in 24 quarters since.
Bessemer Group's Univest Financial position peaked at $2.33M in Q4 2019.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.