Empowered Funds’s Univest Financial UVSP Stock Holding History

Empowered 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	$6.09M	Buy	139,215 +8,451	+6%	+$331K	0.03%	621
2026 Q1	$4.48M	Buy	+130,764	New	+$4.42M	0.03%	685
2025 Q4	–	Sell	-114,048	Closed	-$3.42M	–	1869
2025 Q3	$3.42M	Buy	114,048 +8,374	+8%	+$257K	0.03%	636
2025 Q2	$3.17M	Buy	105,674 +3,157	+3%	+$91.9K	0.04%	612
2025 Q1	$2.91M	Buy	102,517 +4,087	+4%	+$121K	0.04%	570
2024 Q4	$2.9M	Buy	98,430 +4,739	+5%	+$141K	0.04%	569
2024 Q3	$2.64M	Buy	93,691 +4,690	+5%	+$125K	0.04%	568
2024 Q2	$2.03M	Buy	89,001 +6,300	+8%	+$133K	0.04%	605
2024 Q1	$1.72M	Buy	82,701 +6,125	+8%	+$124K	0.03%	667
2023 Q4	$1.69M	Buy	76,576 +21,320	+39%	+$399K	0.04%	574
2023 Q3	$960K	Buy	55,256 +23,577	+74%	+$434K	0.03%	677
2023 Q2	$573K	Buy	+31,679	New	+$620K	0.02%	776

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

Empowered Funds's UVSP Position: Q2 2026 in Review

Empowered Funds increased its Univest Financial (UVSP) stake by 6.5% in Q2 2026, buying an estimated $331K and bringing the position to 139,215 shares worth $6.09M. The position accounts for 0.03% of the portfolio, ranked #621.

Empowered Funds first reported a position in UVSP in Q2 2023 and has held it in 12 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Empowered Funds held 139,215 shares of Univest Financial worth $6.09M as of Q2 2026.
Empowered Funds bought 8,451 Univest Financial shares in Q2 2026, an estimated $331K.
Univest Financial made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #621 holding.
Empowered Funds first reported a position in Univest Financial in Q2 2023 and has held it in 12 quarters since.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.