FFA
UVSP icon

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
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 – 2591
2023
Q1 		$570 Hold
24
– – ﹤0.01% 1974
2022
Q4 		$627 Buy
+24
New +$644 ﹤0.01% 1788

Other funds holding UVSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return