Bridgeway Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.91M | Buy |
230,901
+7,534
| +3% | +$255K | 0.16% | 188 |
|
|
2025
Q4 | $7.31M | Buy |
223,367
+9,182
| +4% | +$288K | 0.15% | 189 |
|
|
2025
Q3 | $6.43M | Buy |
214,185
+8,374
| +4% | +$257K | 0.14% | 205 |
|
|
2025
Q2 | $6.18M | Buy |
205,811
+3,157
| +2% | +$91.9K | 0.15% | 195 |
|
|
2025
Q1 | $5.75M | Buy |
202,654
+4,087
| +2% | +$121K | 0.14% | 198 |
|
|
2024
Q4 | $5.86M | Sell |
198,567
-18,303
| -8% | -$544K | 0.13% | 230 |
|
|
2024
Q3 | $6.1M | Buy |
216,870
+4,690
| +2% | +$125K | 0.13% | 237 |
|
|
2024
Q2 | $4.84M | Sell |
212,180
-3,700
| -2% | -$78.2K | 0.11% | 269 |
|
|
2024
Q1 | $4.49M | Buy |
215,880
+6,125
| +3% | +$124K | 0.09% | 336 |
|
|
2023
Q4 | $4.62M | Buy |
209,755
+21,320
| +11% | +$399K | 0.1% | 325 |
|
|
2023
Q3 | $3.27M | Buy |
188,435
+23,577
| +14% | +$434K | 0.08% | 387 |
|
|
2023
Q2 | $2.98M | Sell |
164,858
-80,346
| -33% | -$1.57M | 0.07% | 430 |
|
|
2023
Q1 | $5.82M | Sell |
245,204
-6,175
| -2% | -$163K | 0.15% | 215 |
|
|
2022
Q4 | $6.57M | Sell |
251,379
-22,100
| -8% | -$593K | 0.17% | 193 |
|
|
2022
Q3 | $6.42M | Hold |
273,479
| – | – | 0.17% | 185 |
|
|
2022
Q2 | $6.96M | Buy |
273,479
+135,000
| +97% | +$3.46M | 0.16% | 232 |
|
|
2022
Q1 | $3.71M | Hold |
138,479
| – | – | 0.07% | 412 |
|
|
2021
Q4 | $4.14M | Hold |
138,479
| – | – | 0.08% | 379 |
|
|
2021
Q3 | $3.79M | Buy |
138,479
+21,500
| +18% | +$577K | 0.07% | 381 |
|
|
2021
Q2 | $3.08M | Hold |
116,979
| – | – | 0.06% | 461 |
|
|
2021
Q1 | $3.34M | Sell |
116,979
-15,000
| -11% | -$380K | 0.06% | 408 |
|
|
2020
Q4 | $2.72M | Hold |
131,979
| – | – | 0.06% | 403 |
|
|
2020
Q3 | $1.9M | Sell |
131,979
-45,000
| -25% | -$700K | 0.04% | 444 |
|
|
2020
Q2 | $2.86M | Hold |
176,979
| – | – | 0.06% | 309 |
|
|
2020
Q1 | $2.89M | Sell |
176,979
-20,000
| -10% | -$458K | 0.07% | 246 |
|
|
2019
Q4 | $5.28M | Hold |
196,979
| – | – | 0.07% | 234 |
|
|
2019
Q3 | $5.03M | Buy |
196,979
+77,000
| +64% | +$1.99M | 0.07% | 230 |
|
|
2019
Q2 | $3.15M | Hold |
119,979
| – | – | 0.04% | 357 |
|
|
2019
Q1 | $2.94M | Hold |
119,979
| – | – | 0.04% | 387 |
|
|
2018
Q4 | $2.59M | Buy |
119,979
+11,600
| +11% | +$282K | 0.03% | 404 |
|
|
2018
Q3 | $2.87M | Hold |
108,379
| – | – | 0.03% | 503 |
|
|
2018
Q2 | $2.98M | Buy |
108,379
+78,700
| +265% | +$2.26M | 0.03% | 480 |
|
|
2018
Q1 | $822K | Sell |
29,679
-80,000
| -73% | -$2.24M | 0.01% | 914 |
|
|
2017
Q4 | $3.08M | Sell |
109,679
-32,850
| -23% | -$972K | 0.03% | 445 |
|
|
2017
Q3 | $4.56M | Hold |
142,529
| – | – | 0.05% | 307 |
|
|
2017
Q2 | $4.27M | Hold |
142,529
| – | – | 0.05% | 299 |
|
|
2017
Q1 | $3.69M | Sell |
142,529
-185
| -0.1% | -$5.19K | 0.04% | 344 |
|
|
2016
Q4 | $4.41M | Hold |
142,714
| – | – | 0.06% | 300 |
|
|
2016
Q3 | $3.33M | Buy |
142,714
+40,914
| +40% | +$913K | 0.05% | 340 |
|
|
2016
Q2 | $2.14M | Sell |
101,800
-200
| -0.2% | -$3.98K | 0.03% | 493 |
|
|
2016
Q1 | $1.99M | Sell |
102,000
-700
| -0.7% | -$13.6K | 0.03% | 524 |
|
|
2015
Q4 | $2.14M | Sell |
102,700
-200
| -0.2% | -$4.04K | 0.04% | 477 |
|
|
2015
Q3 | $1.98M | Buy |
102,900
+200
| +0.2% | +$3.94K | 0.04% | 491 |
|
|
2015
Q2 | $2.09M | Sell |
102,700
-400
| -0.4% | -$7.85K | 0.04% | 497 |
|
|
2015
Q1 | $2.04M | Sell |
103,100
-15,000
| -13% | -$289K | 0.04% | 517 |
|
|
2014
Q4 | $2.39M | Sell |
118,100
-6,000
| -5% | -$119K | 0.05% | 454 |
|
|
2014
Q3 | $2.33M | Buy |
124,100
+25,000
| +25% | +$486K | 0.06% | 429 |
|
|
2014
Q2 | $2.05M | Hold |
99,100
| – | – | 0.05% | 509 |
|
|
2014
Q1 | $2.03M | Buy |
99,100
+1,300
| +1% | +$25.3K | 0.06% | 483 |
|
|
2013
Q4 | $2.02M | Buy |
97,800
+20,750
| +27% | +$414K | 0.06% | 473 |
|
|
2013
Q3 | $1.45M | Buy |
77,050
+39,750
| +107% | +$786K | 0.05% | 562 |
|
|
2013
Q2 | $711K | Buy |
+37,300
| New | +$661K | 0.03% | 782 |
|
Other funds holding UVSP
VCM
Bridgeway Capital Management's UVSP Position: Q1 2026 in Review
Bridgeway Capital Management increased its Univest Financial (UVSP) stake by 3.4% in Q1 2026, buying an estimated $255K and bringing the position to 230,901 shares worth $7.91M. The position accounts for 0.16% of the portfolio, ranked #188.
Bridgeway Capital Management first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Bridgeway Capital Management held 230,901 shares of Univest Financial worth $7.91M as of Q1 2026.
- Bridgeway Capital Management bought 7,534 Univest Financial shares in Q1 2026, an estimated $255K.
- Univest Financial made up 0.16% of Bridgeway Capital Management's portfolio in Q1 2026, its #188 holding.
- Bridgeway Capital Management first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.