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Grove Bank & Trust’s Univest Financial UVSP Stock Holding History

Grove Bank & Trust’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 		$21.2K Hold
484
– – ﹤0.01% 553
2026
Q1 		$16.6K Hold
484
– – ﹤0.01% 561
2025
Q4 		$15.8K Buy
+484
New +$15.2K ﹤0.01% 574

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Grove Bank & Trust's UVSP Position: Q2 2026 in Review

Grove Bank & Trust held its Univest Financial (UVSP) position steady in Q2 2026 at 484 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Grove Bank & Trust first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Grove Bank & Trust held 484 shares of Univest Financial worth $21.2K as of Q2 2026.
  • Grove Bank & Trust left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #553 holding.
  • Grove Bank & Trust first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.