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Harbour Investments’s Univest Financial UVSP Stock Holding History

Harbour Investments’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 		$3.84K Buy
113
+67
+146% +$2.27K ﹤0.01% 3692
2025
Q4 		$1.51K Hold
46
– – ﹤0.01% 3372
2025
Q3 		$1.38K Buy
46
+19
+70% +$583 ﹤0.01% 3359
2025
Q2 		$811 Hold
27
– – ﹤0.01% 3313
2025
Q1 		$766 Hold
27
– – ﹤0.01% 3278
2024
Q4 		$797 Hold
27
– – ﹤0.01% 3213
2024
Q3 		$760 Buy
+27
New +$720 ﹤0.01% 3139

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T 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

Harbour Investments's UVSP Position: Q1 2026 in Review

Harbour Investments increased its Univest Financial (UVSP) stake by 146% in Q1 2026, buying an estimated $2.27K and bringing the position to 113 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Harbour Investments first reported a position in UVSP in Q3 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Harbour Investments held 113 shares of Univest Financial worth $3.84K as of Q1 2026.
  • Harbour Investments bought 67 Univest Financial shares in Q1 2026, an estimated $2.27K.
  • Univest Financial made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3692 holding.
  • Harbour Investments first reported a position in Univest Financial in Q3 2024 and has held it in 7 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.