Evergreen Capital Management’s Univest Financial UVSP Stock Holding History

Evergreen Capital 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 Q2	$344K	Hold	7,868	–	–	0.01%	1129
2026 Q1	$270K	Hold	7,868	–	–	0.01%	1197
2025 Q4	$258K	Buy	7,868 +942	+14%	+$29.5K	0.01%	1132
2025 Q3	$208K	Sell	6,926 -250	-3%	-$7.68K	﹤0.01%	1211
2025 Q2	$216K	Sell	7,176 -823	-10%	-$24K	0.01%	994
2025 Q1	$227K	Buy	7,999 +176	+2%	+$5.21K	0.01%	917
2024 Q4	$231K	Hold	7,823	–	–	0.01%	888
2024 Q3	$220K	Buy	+7,823	New	+$209K	0.01%	885

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

Evergreen Capital Management's UVSP Position: Q2 2026 in Review

Evergreen Capital Management held its Univest Financial (UVSP) position steady in Q2 2026 at 7,868 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1129.

Evergreen Capital Management first reported a position in UVSP in Q3 2024 and has held it in 8 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Evergreen Capital Management held 7,868 shares of Univest Financial worth $344K as of Q2 2026.
Evergreen Capital Management left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1129 holding.
Evergreen Capital Management first reported a position in Univest Financial in Q3 2024 and has held it in 8 quarters since.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.