First Manhattan’s Univest Financial UVSP Stock Holding History

First Manhattan’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	$426K	Hold	12,434	–	–	﹤0.01%	595
2025 Q4	$407K	Hold	12,434	–	–	﹤0.01%	599
2025 Q3	$373K	Hold	12,434	–	–	﹤0.01%	594
2025 Q2	$374K	Hold	12,434	–	–	﹤0.01%	583
2025 Q1	$353K	Sell	12,434 -328	-3%	-$9.71K	﹤0.01%	560
2024 Q4	$377K	Hold	12,762	–	–	﹤0.01%	557
2024 Q3	$359K	Hold	12,762	–	–	﹤0.01%	557
2024 Q2	$291K	Sell	12,762 -4,021	-24%	-$85K	﹤0.01%	577
2024 Q1	$349K	Sell	16,783 -1,006	-6%	-$20.4K	﹤0.01%	566
2023 Q4	$392K	Sell	17,789 -11,258	-39%	-$211K	﹤0.01%	524
2023 Q3	$505K	Sell	29,047 -578	-2%	-$10.6K	﹤0.01%	483
2023 Q2	$536K	Hold	29,625	–	–	﹤0.01%	471
2023 Q1	$703K	Sell	29,625 -10,000	-25%	-$265K	﹤0.01%	453
2022 Q4	$1.04M	Hold	39,625	–	–	﹤0.01%	409
2022 Q3	$930K	Sell	39,625 -600	-1%	-$15.2K	﹤0.01%	423
2022 Q2	$1.02M	Hold	40,225	–	–	﹤0.01%	414
2022 Q1	$1.08M	Hold	40,225	–	–	﹤0.01%	442
2021 Q4	$1.2M	Hold	40,225	–	–	﹤0.01%	417
2021 Q3	$1.1M	Hold	40,225	–	–	﹤0.01%	417
2021 Q2	$1.06M	Hold	40,225	–	–	﹤0.01%	420
2021 Q1	$1.15M	Sell	40,225 -1,219	-3%	-$30.9K	0.01%	401
2020 Q4	$852K	Sell	41,444 -1,968	-5%	-$35.3K	﹤0.01%	425
2020 Q3	$623K	Hold	43,412	–	–	﹤0.01%	452
2020 Q2	$700K	Sell	43,412 -3,318	-7%	-$53.2K	﹤0.01%	438
2020 Q1	$762K	Sell	46,730 -1,500	-3%	-$34.3K	﹤0.01%	416
2019 Q4	$1.29M	Sell	48,230 -5,512	-10%	-$143K	0.01%	383
2019 Q3	$1.37M	Hold	53,742	–	–	0.01%	373
2019 Q2	$1.41M	Hold	53,742	–	–	0.01%	387
2019 Q1	$1.31M	Sell	53,742 -7,679	-13%	-$187K	0.01%	399
2018 Q4	$1.32M	Hold	61,421	–	–	0.01%	396
2018 Q3	$1.62M	Hold	61,421	–	–	0.01%	395
2018 Q2	$1.69M	Hold	61,421	–	–	0.01%	384
2018 Q1	$1.7M	Hold	61,421	–	–	0.01%	376
2017 Q4	$1.72M	Sell	61,421 -2,824	-4%	-$83.5K	0.01%	382
2017 Q3	$2.06M	Sell	64,245 -1,400	-2%	-$41.8K	0.01%	364
2017 Q2	$1.97M	Buy	65,645 +10,000	+18%	+$287K	0.01%	362
2017 Q1	$1.44M	Hold	55,645	–	–	0.01%	381
2016 Q4	$1.72M	Sell	55,645 -3,997	-7%	-$107K	0.01%	356
2016 Q3	$1.39M	Sell	59,642 -3,889	-6%	-$86.7K	0.01%	371
2016 Q2	$1.33M	Hold	63,531	–	–	0.01%	387
2016 Q1	$1.24M	Hold	63,531	–	–	0.01%	389
2015 Q4	$1.32M	Sell	63,531 -3,934	-6%	-$79.6K	0.01%	389
2015 Q3	$1.3M	Sell	67,465 -1,968	-3%	-$38.7K	0.01%	388
2015 Q2	$1.41M	Hold	69,433	–	–	0.01%	389
2015 Q1	$1.37M	Hold	69,433	–	–	0.01%	385
2014 Q4	$1.41M	Buy	69,433 +7,132	+11%	+$141K	0.01%	385
2014 Q3	$1.17M	Hold	62,301	–	–	0.01%	396
2014 Q2	$1.29M	Buy	62,301 +2,063	+3%	+$41.2K	0.01%	382
2014 Q1	$1.24M	Buy	60,238 +1,050	+2%	+$20.4K	0.01%	386
2013 Q4	$1.22M	Hold	59,188	–	–	0.01%	391
2013 Q3	$1.11M	Hold	59,188	–	–	0.01%	392
2013 Q2	$1.16M	Buy	+59,188	New	+$1.05M	0.01%	388

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Manhattan's UVSP Position: Q1 2026 in Review

First Manhattan held its Univest Financial (UVSP) position steady in Q1 2026 at 12,434 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

First Manhattan first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.06M in Q3 2017. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

First Manhattan held 12,434 shares of Univest Financial worth $426K as of Q1 2026.
First Manhattan left its Univest Financial share count unchanged in Q1 2026.
Univest Financial made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #595 holding.
First Manhattan first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
First Manhattan's Univest Financial position peaked at $2.06M in Q3 2017.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.