BLB&B Advisors’s Univest Financial UVSP Stock Holding History

BLB&B Advisors’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 Q1	$819K	Hold	23,917	–	–	0.03%	143
2025 Q4	$783K	Hold	23,917	–	–	0.03%	146
2025 Q3	$718K	Sell	23,917 -1,501	-6%	-$46.1K	0.03%	153
2025 Q2	$764K	Buy	25,418 +1	+0%	+$29	0.04%	144
2025 Q1	$721K	Buy	25,417 +1,500	+6%	+$44.4K	0.04%	150
2024 Q4	$706K	Sell	23,917 -2,999	-11%	-$89.1K	0.04%	147
2024 Q3	$757K	Sell	26,916 -6,249	-19%	-$167K	0.04%	144
2024 Q2	$757K	Buy	33,165 +1	+0%	+$21	0.04%	147
2024 Q1	$690K	Buy	33,164 +1	+0%	+$20	0.04%	151
2023 Q4	$731K	Buy	33,163 +1	+0%	+$19	0.05%	139
2023 Q3	$576K	Buy	33,162 +1	+0%	+$18	0.04%	143
2023 Q2	$600K	Sell	33,161 -23	-0.1%	-$450	0.04%	143
2023 Q1	$788K	Sell	33,184 -25	-0.1%	-$662	0.06%	124
2022 Q4	$868K	Sell	33,209 -1,649	-5%	-$44.2K	0.07%	117
2022 Q3	$818K	Buy	34,858 +100	+0.3%	+$2.53K	0.07%	115
2022 Q2	$884K	Hold	34,758	–	–	0.07%	116
2022 Q1	$930K	Sell	34,758 -1,791	-5%	-$52.6K	0.06%	120
2021 Q4	$1.09M	Sell	36,549 -350	-0.9%	-$10.2K	0.07%	119
2021 Q3	$1.01M	Sell	36,899 -3,062	-8%	-$82.2K	0.07%	131
2021 Q2	$1.05M	Buy	39,961 +2,912	+8%	+$81.8K	0.08%	120
2021 Q1	$1.06M	Sell	37,049 -8,844	-19%	-$224K	0.08%	117
2020 Q4	$944K	Buy	45,893 +4,081	+10%	+$73.2K	0.08%	129
2020 Q3	$601K	Sell	41,812 -3,000	-7%	-$46.6K	0.06%	146
2020 Q2	$723K	Hold	44,812	–	–	0.08%	130
2020 Q1	$731K	Sell	44,812 -1,416	-3%	-$32.4K	0.1%	124
2019 Q4	$1.24M	Hold	46,228	–	–	0.13%	112
2019 Q3	$1.18M	Buy	46,228 +104	+0.2%	+$2.69K	0.13%	119
2019 Q2	$1.21M	Buy	46,124 +187	+0.4%	+$4.69K	0.14%	121
2019 Q1	$1.12M	Hold	45,937	–	–	0.13%	124
2018 Q4	$991K	Hold	45,937	–	–	0.14%	126
2018 Q3	$1.22M	Hold	45,937	–	–	0.15%	116
2018 Q2	$1.26M	Buy	45,937 +226	+0.5%	+$6.48K	0.17%	113
2018 Q1	$1.27M	Hold	45,711	–	–	0.17%	116
2017 Q4	$1.28M	Sell	45,711 -486	-1%	-$14.4K	0.18%	113
2017 Q3	$1.48M	Hold	46,197	–	–	0.23%	106
2017 Q2	$1.38M	Hold	46,197	–	–	0.23%	104
2017 Q1	$1.2M	Hold	46,197	–	–	0.2%	108
2016 Q4	$1.43M	Buy	46,197 +14,344	+45%	+$382K	0.25%	99
2016 Q3	$744K	Buy	31,853 +486	+2%	+$10.8K	0.14%	141
2016 Q2	$659K	Hold	31,367	–	–	0.12%	145
2016 Q1	$612K	Sell	31,367 -192	-0.6%	-$3.72K	0.12%	147
2015 Q4	$658K	Hold	31,559	–	–	0.14%	133
2015 Q3	$607K	Hold	31,559	–	–	0.13%	139
2015 Q2	$643K	Hold	31,559	–	–	0.13%	131
2015 Q1	$625K	Buy	31,559 +150	+0.5%	+$2.89K	0.13%	132
2014 Q4	$636K	Hold	31,409	–	–	0.13%	133
2014 Q3	$589K	Hold	31,409	–	–	0.13%	146
2014 Q2	$650K	Sell	31,409 -14,344	-31%	-$286K	0.14%	144
2014 Q1	$939K	Hold	45,753	–	–	0.21%	112
2013 Q4	$946K	Buy	+45,753	New	+$912K	0.23%	102

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

BLB&B Advisors's UVSP Position: Q1 2026 in Review

BLB&B Advisors held its Univest Financial (UVSP) position steady in Q1 2026 at 23,917 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #143.

BLB&B Advisors first reported a position in UVSP in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.48M in Q3 2017. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

BLB&B Advisors held 23,917 shares of Univest Financial worth $819K as of Q1 2026.
BLB&B Advisors left its Univest Financial share count unchanged in Q1 2026.
Univest Financial made up 0.03% of BLB&B Advisors's portfolio in Q1 2026, its #143 holding.
BLB&B Advisors first reported a position in Univest Financial in Q4 2013 and has held it in 50 quarters since.
BLB&B Advisors's Univest Financial position peaked at $1.48M in Q3 2017.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on BLB&B Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.