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Global Retirement Partners’s Univest Financial UVSP Stock Holding History

Global Retirement Partners’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 		$933K Buy
+21,327
New +$835K 0.01% 772
2025
Q4 		$631K Buy
+19,262
New +$603K 0.01% 836

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State Street
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American Century Companies
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Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Global Retirement Partners's UVSP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Univest Financial (UVSP) in Q2 2026: 21,327 shares worth $933K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UVSP as recently as Q4 2025.

Global Retirement Partners first reported a position in UVSP in Q4 2025 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Global Retirement Partners held 21,327 shares of Univest Financial worth $933K as of Q2 2026.
  • Univest Financial was a new Global Retirement Partners position in Q2 2026.
  • Univest Financial made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #772 holding.
  • Global Retirement Partners first reported a position in Univest Financial in Q4 2025 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.