Farther Finance Advisors’s Univest Financial UVSP Stock Holding History

Farther Finance 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	$44K	Buy	1,074 +355	+49%	+$15.3K	﹤0.01%	3533
2026 Q2	$31.5K	Buy	719 +203	+39%	+$7.95K	﹤0.01%	3625
2026 Q1	$18K	Buy	516 +7	+1%	+$237	﹤0.01%	3734
2025 Q4	$16.7K	Buy	509 +491	+2,728%	+$15.4K	﹤0.01%	3558
2025 Q3	$540	Buy	18 +5	+38%	+$154	﹤0.01%	4523
2025 Q2	$391	Hold	13	–	–	﹤0.01%	4085
2025 Q1	$373	Hold	13	–	–	﹤0.01%	3832
2024 Q4	$384	Hold	13	–	–	﹤0.01%	3498
2024 Q3	$366	Hold	13	–	–	﹤0.01%	3498
2024 Q2	$295	Hold	13	–	–	﹤0.01%	3401
2024 Q1	$265	Buy	13 +11	+550%	+$223	﹤0.01%	3207
2023 Q4	$44	Buy	+2	New	+$37	﹤0.01%	3397
2023 Q2	–	Sell	-24	Closed	-$570	–	2578
2023 Q1	$570	Hold	24	–	–	﹤0.01%	1974
2022 Q4	$627	Buy	+24	New	+$644	﹤0.01%	1788

Other funds holding UVSP

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's UVSP Position: Q3 2026 in Review

Farther Finance Advisors increased its Univest Financial (UVSP) stake by 49% in Q3 2026, buying an estimated $15.3K and bringing the position to 1,074 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #3533.

Farther Finance Advisors first reported a position in UVSP in Q4 2022 and has held it in 14 quarters since. 8 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Farther Finance Advisors held 1,074 shares of Univest Financial worth $44K as of Q3 2026.
Farther Finance Advisors bought 355 Univest Financial shares in Q3 2026, an estimated $15.3K.
Univest Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3533 holding.
Farther Finance Advisors first reported a position in Univest Financial in Q4 2022 and has held it in 14 quarters since.
8 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.