Bison Wealth’s Univest Financial UVSP Stock Holding History

Bison Wealth’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
2024 Q4	$550K	Hold	18,630	–	–	0.12%	145
2024 Q3	$524K	Buy	+18,630	New	+$497K	0.08%	231

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bison Wealth's UVSP Position: Q4 2024 in Review

Bison Wealth held its Univest Financial (UVSP) position steady in Q4 2024 at 18,630 shares worth $550K. The position accounts for 0.12% of the portfolio, ranked #145.

Bison Wealth first reported a position in UVSP in Q3 2024 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold UVSP as of Q4 2024.

Bison Wealth held 18,630 shares of Univest Financial worth $550K as of Q4 2024.
Bison Wealth left its Univest Financial share count unchanged in Q4 2024.
Univest Financial made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #145 holding.
Bison Wealth first reported a position in Univest Financial in Q3 2024 and has held it in 2 quarters since.
174 funds tracked by Wall St. Rank held Univest Financial as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.