Brandywine Global Investment Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $555K | Buy |
16,956
+2,190
| +15% | +$68.6K | ﹤0.01% | 551 |
|
|
2025
Q3 | $443K | Buy |
+14,766
| New | +$453K | ﹤0.01% | 566 |
|
|
2023
Q3 | – | Sell |
-71,728
| Closed | -$1.3M | – | 742 |
|
|
2023
Q2 | $1.3M | Hold |
71,728
| – | – | 0.01% | 604 |
|
|
2023
Q1 | $1.7M | Buy |
71,728
+15,747
| +28% | +$417K | 0.01% | 572 |
|
|
2022
Q4 | $1.46M | Buy |
55,981
+30,341
| +118% | +$814K | 0.01% | 603 |
|
|
2022
Q3 | $602K | Sell |
25,640
-702
| -3% | -$17.7K | 0.01% | 665 |
|
|
2022
Q2 | $670K | Sell |
26,342
-103
| -0.4% | -$2.64K | 0.01% | 642 |
|
|
2022
Q1 | $708K | Buy |
+26,445
| New | +$777K | 0.01% | 639 |
|
|
2020
Q3 | – | Sell |
-12,100
| Closed | -$196K | – | 754 |
|
|
2020
Q2 | $196K | Buy |
12,100
+1,377
| +13% | +$22.1K | ﹤0.01% | 584 |
|
|
2020
Q1 | $175K | Hold |
10,723
| – | – | ﹤0.01% | 598 |
|
|
2019
Q4 | $286K | Sell |
10,723
-124
| -1% | -$3.21K | ﹤0.01% | 610 |
|
|
2019
Q3 | $277K | Hold |
10,847
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $285K | Sell |
10,847
-1,789
| -14% | -$44.9K | ﹤0.01% | 604 |
|
|
2019
Q1 | $310K | Hold |
12,636
| – | – | ﹤0.01% | 593 |
|
|
2018
Q4 | $273K | Hold |
12,636
| – | – | ﹤0.01% | 591 |
|
|
2018
Q3 | $335K | Buy |
12,636
+3,610
| +40% | +$100K | ﹤0.01% | 609 |
|
|
2018
Q2 | $249K | Hold |
9,026
| – | – | ﹤0.01% | 649 |
|
|
2018
Q1 | $251K | Sell |
9,026
-2,024
| -18% | -$56.7K | ﹤0.01% | 643 |
|
|
2017
Q4 | $310K | Buy |
11,050
+4,063
| +58% | +$120K | ﹤0.01% | 644 |
|
|
2017
Q3 | $224K | Sell |
6,987
-83
| -1% | -$2.48K | ﹤0.01% | 681 |
|
|
2017
Q2 | $212K | Buy |
7,070
+1,640
| +30% | +$47.1K | ﹤0.01% | 693 |
|
|
2017
Q1 | $141K | Hold |
5,430
| – | – | ﹤0.01% | 740 |
|
|
2016
Q4 | $168K | Sell |
5,430
-30
| -0.5% | -$800 | ﹤0.01% | 728 |
|
|
2016
Q3 | $128K | Hold |
5,460
| – | – | ﹤0.01% | 741 |
|
|
2016
Q2 | $115K | Hold |
5,460
| – | – | ﹤0.01% | 757 |
|
|
2016
Q1 | $107K | Sell |
5,460
-900
| -14% | -$17.4K | ﹤0.01% | 769 |
|
|
2015
Q4 | $133K | Hold |
6,360
| – | – | ﹤0.01% | 736 |
|
|
2015
Q3 | $123K | Hold |
6,360
| – | – | ﹤0.01% | 764 |
|
|
2015
Q2 | $130K | Hold |
6,360
| – | – | ﹤0.01% | 778 |
|
|
2015
Q1 | $126K | Hold |
6,360
| – | – | ﹤0.01% | 788 |
|
|
2014
Q4 | $129K | Hold |
6,360
| – | – | ﹤0.01% | 797 |
|
|
2014
Q3 | $120K | Sell |
6,360
-60
| -0.9% | -$1.17K | ﹤0.01% | 759 |
|
|
2014
Q2 | $133K | Sell |
6,420
-3,500
| -35% | -$69.9K | ﹤0.01% | 761 |
|
|
2014
Q1 | $204K | Sell |
9,920
-180
| -2% | -$3.5K | ﹤0.01% | 738 |
|
|
2013
Q4 | $209K | Sell |
10,100
-3,500
| -26% | -$69.8K | ﹤0.01% | 733 |
|
|
2013
Q3 | $257K | Hold |
13,600
| – | – | ﹤0.01% | 737 |
|
|
2013
Q2 | $260K | Buy |
+13,600
| New | +$241K | ﹤0.01% | 721 |
|
Other funds holding UVSP
Brandywine Global Investment Management's UVSP Position: Q4 2025 in Review
Brandywine Global Investment Management increased its Univest Financial (UVSP) stake by 15% in Q4 2025, buying an estimated $68.6K and bringing the position to 16,956 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #551.
Brandywine Global Investment Management first reported a position in UVSP in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.7M in Q1 2023. 197 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.
- Brandywine Global Investment Management held 16,956 shares of Univest Financial worth $555K as of Q4 2025.
- Brandywine Global Investment Management bought 2,190 Univest Financial shares in Q4 2025, an estimated $68.6K.
- Univest Financial made up ﹤0.01% of Brandywine Global Investment Management's portfolio in Q4 2025, its #551 holding.
- Brandywine Global Investment Management first reported a position in Univest Financial in Q2 2013 and has held it in 37 quarters since.
- Brandywine Global Investment Management's Univest Financial position peaked at $1.7M in Q1 2023.
- 197 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.
Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.