Counterpoint Mutual Funds’s Univest Financial UVSP Stock Holding History

Counterpoint Mutual Funds’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 Q2	$343K	Buy	+7,838	New	+$307K	0.03%	211

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Counterpoint Mutual Funds's UVSP Position: Q2 2026 in Review

Counterpoint Mutual Funds opened a new position in Univest Financial (UVSP) in Q2 2026: 7,838 shares worth $343K. The stake represents 0.03% of the portfolio and ranks #211 among its holdings.

223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Counterpoint Mutual Funds held 7,838 shares of Univest Financial worth $343K as of Q2 2026.
Univest Financial was a new Counterpoint Mutual Funds position in Q2 2026.
Univest Financial made up 0.03% of Counterpoint Mutual Funds's portfolio in Q2 2026, its #211 holding.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.