Citigroup’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 | $688K | Buy |
20,076
+1,915
| +11% | +$64.8K | ﹤0.01% | 3354 |
|
|
2025
Q4 | $595K | Sell |
18,161
-3,023
| -14% | -$94.7K | ﹤0.01% | 3475 |
|
|
2025
Q3 | $636K | Sell |
21,184
-6,537
| -24% | -$201K | ﹤0.01% | 3452 |
|
|
2025
Q2 | $833K | Sell |
27,721
-7,137
| -20% | -$208K | ﹤0.01% | 3295 |
|
|
2025
Q1 | $989K | Sell |
34,858
-5,243
| -13% | -$155K | ﹤0.01% | 3272 |
|
|
2024
Q4 | $1.18M | Buy |
40,101
+2,234
| +6% | +$66.4K | ﹤0.01% | 3231 |
|
|
2024
Q3 | $1.07M | Buy |
37,867
+14,736
| +64% | +$393K | ﹤0.01% | 3217 |
|
|
2024
Q2 | $528K | Sell |
23,131
-2,317
| -9% | -$49K | ﹤0.01% | 3357 |
|
|
2024
Q1 | $530K | Buy |
25,448
+720
| +3% | +$14.6K | ﹤0.01% | 3528 |
|
|
2023
Q4 | $545K | Buy |
24,728
+15,109
| +157% | +$283K | ﹤0.01% | 3345 |
|
|
2023
Q3 | $167K | Sell |
9,619
-11,690
| -55% | -$215K | ﹤0.01% | 3745 |
|
|
2023
Q2 | $385K | Buy |
21,309
+20,521
| +2,604% | +$402K | ﹤0.01% | 3549 |
|
|
2023
Q1 | $18.7K | Sell |
788
-2,675
| -77% | -$70.8K | ﹤0.01% | 4530 |
|
|
2022
Q4 | $90.5K | Sell |
3,463
-133
| -4% | -$3.57K | ﹤0.01% | 4067 |
|
|
2022
Q3 | $84K | Sell |
3,596
-352
| -9% | -$8.89K | ﹤0.01% | 4171 |
|
|
2022
Q2 | $100K | Buy |
3,948
+736
| +23% | +$18.9K | ﹤0.01% | 4227 |
|
|
2022
Q1 | $85K | Sell |
3,212
-6,558
| -67% | -$193K | ﹤0.01% | 4492 |
|
|
2021
Q4 | $292K | Buy |
9,770
+3,961
| +68% | +$115K | ﹤0.01% | 4138 |
|
|
2021
Q3 | $159K | Sell |
5,809
-9,830
| -63% | -$264K | ﹤0.01% | 4228 |
|
|
2021
Q2 | $412K | Buy |
15,639
+1,799
| +13% | +$50.5K | ﹤0.01% | 3836 |
|
|
2021
Q1 | $395K | Buy |
13,840
+7,125
| +106% | +$181K | ﹤0.01% | 3607 |
|
|
2020
Q4 | $138K | Sell |
6,715
-1,545
| -19% | -$27.7K | ﹤0.01% | 5271 |
|
|
2020
Q3 | $119K | Sell |
8,260
-5,258
| -39% | -$81.8K | ﹤0.01% | 4979 |
|
|
2020
Q2 | $218K | Buy |
13,518
+4,154
| +44% | +$66.6K | ﹤0.01% | 4953 |
|
|
2020
Q1 | $153K | Buy |
9,364
+2,006
| +27% | +$45.9K | ﹤0.01% | 4968 |
|
|
2019
Q4 | $197K | Sell |
7,358
-2,092
| -22% | -$54.1K | ﹤0.01% | 5194 |
|
|
2019
Q3 | $241K | Sell |
9,450
-382
| -4% | -$9.88K | ﹤0.01% | 4999 |
|
|
2019
Q2 | $258K | Buy |
9,832
+1,102
| +13% | +$27.7K | ﹤0.01% | 5040 |
|
|
2019
Q1 | $214K | Sell |
8,730
-3,033
| -26% | -$74K | ﹤0.01% | 5036 |
|
|
2018
Q4 | $254K | Buy |
11,763
+3,974
| +51% | +$96.6K | ﹤0.01% | 4781 |
|
|
2018
Q3 | $206K | Sell |
7,789
-1,202
| -13% | -$33.4K | ﹤0.01% | 5225 |
|
|
2018
Q2 | $247K | Buy |
8,991
+326
| +4% | +$9.35K | ﹤0.01% | 4851 |
|
|
2018
Q1 | $240K | Buy |
8,665
+2,513
| +41% | +$70.4K | ﹤0.01% | 4782 |
|
|
2017
Q4 | $172K | Buy |
6,152
+6,073
| +7,687% | +$180K | ﹤0.01% | 5179 |
|
|
2017
Q3 | $3K | Sell |
79
-8,163
| -99% | -$244K | ﹤0.01% | 6971 |
|
|
2017
Q2 | $247K | Buy |
8,242
+7,026
| +578% | +$202K | ﹤0.01% | 4618 |
|
|
2017
Q1 | $32K | Sell |
1,216
-24,791
| -95% | -$695K | ﹤0.01% | 5998 |
|
|
2016
Q4 | $804K | Buy |
26,007
+23,072
| +786% | +$615K | ﹤0.01% | 3913 |
|
|
2016
Q3 | $69K | Sell |
2,935
-763
| -21% | -$17K | ﹤0.01% | 5447 |
|
|
2016
Q2 | $78K | Sell |
3,698
-13,266
| -78% | -$264K | ﹤0.01% | 5271 |
|
|
2016
Q1 | $331K | Buy |
16,964
+10,699
| +171% | +$207K | ﹤0.01% | 4593 |
|
|
2015
Q4 | $131K | Buy |
6,265
+5,917
| +1,700% | +$120K | ﹤0.01% | 5127 |
|
|
2015
Q3 | $7K | Sell |
348
-39
| -10% | -$768 | ﹤0.01% | 6610 |
|
|
2015
Q2 | $8K | Sell |
387
-6,234
| -94% | -$122K | ﹤0.01% | 6577 |
|
|
2015
Q1 | $131K | Sell |
6,621
-4,555
| -41% | -$87.7K | ﹤0.01% | 4832 |
|
|
2014
Q4 | $226K | Buy |
11,176
+6,681
| +149% | +$133K | ﹤0.01% | 4581 |
|
|
2014
Q3 | $85K | Buy |
4,495
+1,947
| +76% | +$37.9K | ﹤0.01% | 4905 |
|
|
2014
Q2 | $53K | Sell |
2,548
-6,001
| -70% | -$120K | ﹤0.01% | 5133 |
|
|
2014
Q1 | $175K | Sell |
8,549
-5,250
| -38% | -$102K | ﹤0.01% | 4469 |
|
|
2013
Q4 | $285K | Buy |
13,799
+8,734
| +172% | +$174K | ﹤0.01% | 4328 |
|
|
2013
Q3 | $96K | Sell |
5,065
-4,188
| -45% | -$82.8K | ﹤0.01% | 4760 |
|
|
2013
Q2 | $176K | Buy |
+9,253
| New | +$164K | ﹤0.01% | 4384 |
|
Other funds holding UVSP
VCM
Citigroup's UVSP Position: Q1 2026 in Review
Citigroup increased its Univest Financial (UVSP) stake by 11% in Q1 2026, buying an estimated $64.8K and bringing the position to 20,076 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #3354.
Citigroup first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.18M in Q4 2024. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Citigroup held 20,076 shares of Univest Financial worth $688K as of Q1 2026.
- Citigroup bought 1,915 Univest Financial shares in Q1 2026, an estimated $64.8K.
- Univest Financial made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3354 holding.
- Citigroup first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
- Citigroup's Univest Financial position peaked at $1.18M in Q4 2024.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.