Citadel Advisors
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Citadel Advisors’s Univest Financial UVSP Stock Holding History

Citadel 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
2025
Q2 		– Sell
-400
Closed -$11.3K – 15243
2025
Q1 		$11.3K Buy
+400
New +$11.8K ﹤0.01% 13491
2024
Q1 		– Sell
-2,000
Closed -$44.1K – 15480
2023
Q4 		$44.1K Buy
+2,000
New +$37.5K ﹤0.01% 11912
2023
Q2 		– Sell
-1,600
Closed -$38K – 15288
2023
Q1 		$38K Buy
1,600
+1,300
+433% +$34.4K ﹤0.01% 12481
2022
Q4 		$7.84K Buy
+300
New +$8.04K ﹤0.01% 13792

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citadel Advisors's UVSP Position: Q2 2026 in Review

Citadel Advisors sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 67,925 shares — an estimated $2.33M sold.

Citadel Advisors first reported a position in UVSP in Q4 2013 and held it in 31 quarters. The position peaked at $4.39M in Q2 2018. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Citadel Advisors reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 67,925 Univest Financial shares in Q2 2026, an estimated $2.33M.
  • Citadel Advisors first reported a position in Univest Financial in Q4 2013 and held it in 31 quarters.
  • Citadel Advisors's Univest Financial position peaked at $4.39M in Q2 2018.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.