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Dakota Wealth Management’s Univest Financial UVSP Stock Holding History

Dakota Wealth Management’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
Q1 		$469K Hold
13,685
– – 0.01% 559
2025
Q4 		$448K Buy
+13,685
New +$429K 0.01% 575

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dakota Wealth Management's UVSP Position: Q1 2026 in Review

Dakota Wealth Management held its Univest Financial (UVSP) position steady in Q1 2026 at 13,685 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #559.

Dakota Wealth Management first reported a position in UVSP in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Dakota Wealth Management held 13,685 shares of Univest Financial worth $469K as of Q1 2026.
  • Dakota Wealth Management left its Univest Financial share count unchanged in Q1 2026.
  • Univest Financial made up 0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #559 holding.
  • Dakota Wealth Management first reported a position in Univest Financial in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.