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FAI Advisors’s Univest Financial UVSP Stock Holding History

FAI Advisors’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
Q3 		$333K Buy
8,125
+527
+7% +$22.6K 0.13% 111
2026
Q2 		$332K Buy
7,598
+261
+4% +$10.2K 0.13% 120
2026
Q1 		$251K Buy
7,337
+103
+1% +$3.48K 0.11% 138
2025
Q4 		$237K Buy
7,234
+271
+4% +$8.49K 0.1% 145
2025
Q3 		$209K Buy
+6,963
New +$214K 0.09% 163

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Univest Financial
Univest Financial Souderton, Pennsylvania $2.13B AUM 27.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

FAI Advisors's UVSP Position: Q3 2026 in Review

FAI Advisors increased its Univest Financial (UVSP) stake by 6.9% in Q3 2026, buying an estimated $22.6K and bringing the position to 8,125 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #111.

FAI Advisors first reported a position in UVSP in Q3 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • FAI Advisors held 8,125 shares of Univest Financial worth $333K as of Q3 2026.
  • FAI Advisors bought 527 Univest Financial shares in Q3 2026, an estimated $22.6K.
  • Univest Financial made up 0.13% of FAI Advisors's portfolio in Q3 2026, its #111 holding.
  • FAI Advisors first reported a position in Univest Financial in Q3 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.