Boston Partners
UVSP icon

Boston Partners’s Univest Financial UVSP Stock Holding History

Boston Partners’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
Q3 		$17.5M Buy
+425,680
New +$18.3M 0.02% 402
2024
Q1 		– Sell
-439,664
Closed -$9.6M – 833
2023
Q4 		$9.6M Buy
439,664
+19,707
+5% +$369K 0.01% 390
2023
Q3 		$7.25M Sell
419,957
-16,552
-4% -$305K 0.01% 390
2023
Q2 		$8.02M Sell
436,509
-12,461
-3% -$244K 0.01% 387
2023
Q1 		$10.3M Buy
448,970
+9,648
+2% +$255K 0.01% 352
2022
Q4 		$11.6M Buy
+439,322
New +$11.8M 0.02% 339

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Univest Financial
Univest Financial Souderton, Pennsylvania $2.13B AUM 27.44% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners's UVSP Position: Q3 2026 in Review

Boston Partners opened a new position in Univest Financial (UVSP) in Q3 2026: 425,680 shares worth $17.5M. The stake represents 0.02% of the portfolio and ranks #402 among its holdings. This is a return to the name: Boston Partners previously reported a position in UVSP as recently as Q4 2023.

Boston Partners first reported a position in UVSP in Q4 2022 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Boston Partners held 425,680 shares of Univest Financial worth $17.5M as of Q3 2026.
  • Univest Financial was a new Boston Partners position in Q3 2026.
  • Univest Financial made up 0.02% of Boston Partners's portfolio in Q3 2026, its #402 holding.
  • Boston Partners first reported a position in Univest Financial in Q4 2022 and has held it in 6 quarters since.
  • 122 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Boston Partners's 13F filing for Q3 2026, filed 10 Nov 2026.