Empower Advisory Group
UVSP icon

Empower Advisory Group’s Univest Financial UVSP Stock Holding History

Empower Advisory Group’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 		$359K Hold
8,217
– – ﹤0.01% 400
2026
Q1 		$282K Hold
8,217
– – ﹤0.01% 428
2025
Q4 		$269K Buy
+8,217
New +$257K ﹤0.01% 432

Other funds holding UVSP

BlackRock
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Dimensional Fund Advisors
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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

Empower Advisory Group's UVSP Position: Q2 2026 in Review

Empower Advisory Group held its Univest Financial (UVSP) position steady in Q2 2026 at 8,217 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Empower Advisory Group first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Empower Advisory Group held 8,217 shares of Univest Financial worth $359K as of Q2 2026.
  • Empower Advisory Group left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #400 holding.
  • Empower Advisory Group first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.