Hotchkis & Wiley Capital Management’s Univest Financial UVSP Stock Holding History

Hotchkis & Wiley Capital Management’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	$11.7M	Sell	267,169 -33,570	-11%	-$1.31M	0.03%	232
2026 Q1	$10.3M	Sell	300,739 -13,420	-4%	-$454K	0.03%	228
2025 Q4	$10.3M	Sell	314,159 -800	-0.3%	-$25.1K	0.03%	235
2025 Q3	$9.46M	Sell	314,959 -23,371	-7%	-$718K	0.03%	271
2025 Q2	$10.2M	Buy	338,330 +29,900	+10%	+$870K	0.03%	248
2025 Q1	$8.75M	Sell	308,430 -82,340	-21%	-$2.44M	0.03%	264
2024 Q4	$11.5M	Sell	390,770 -4,130	-1%	-$123K	0.04%	223
2024 Q3	$11.1M	Sell	394,900 -58,140	-13%	-$1.55M	0.04%	208
2024 Q2	$10.3M	Buy	453,040 +22,240	+5%	+$470K	0.04%	225
2024 Q1	$8.97M	Buy	430,800 +127,600	+42%	+$2.59M	0.03%	266
2023 Q4	$6.68M	Buy	303,200 +5,600	+2%	+$105K	0.02%	338
2023 Q3	$5.17M	Buy	297,600 +11,900	+4%	+$219K	0.02%	371
2023 Q2	$5.17M	Buy	285,700 +90,430	+46%	+$1.77M	0.02%	374
2023 Q1	$4.64M	Buy	195,270 +38,610	+25%	+$1.02M	0.02%	368
2022 Q4	$4.09M	Buy	156,660 +65,170	+71%	+$1.75M	0.02%	384
2022 Q3	$2.15M	Hold	91,490	–	–	0.01%	443
2022 Q2	$2.33M	Buy	91,490 +5,100	+6%	+$131K	0.01%	445
2022 Q1	$2.31M	Buy	86,390 +4,730	+6%	+$139K	0.01%	458
2021 Q4	$2.44M	Sell	81,660 -79,450	-49%	-$2.31M	0.01%	436
2021 Q3	$4.41M	Sell	161,110 -510	-0.3%	-$13.7K	0.01%	361
2021 Q2	$4.26M	Buy	161,620 +11,800	+8%	+$331K	0.01%	382
2021 Q1	$4.28M	Sell	149,820 -13,320	-8%	-$338K	0.01%	343
2020 Q4	$3.36M	Buy	163,140 +78,850	+94%	+$1.41M	0.01%	376
2020 Q3	$1.21M	Buy	84,290 +12,620	+18%	+$196K	0.01%	411
2020 Q2	$1.16M	Buy	71,670 +4,040	+6%	+$64.8K	0.01%	430
2020 Q1	$1.1M	Sell	67,630 -2,700	-4%	-$61.8K	0.01%	414
2019 Q4	$1.88M	Buy	70,330 +9,640	+16%	+$249K	0.01%	410
2019 Q3	$1.55M	Buy	60,690 +840	+1%	+$21.7K	0.01%	415
2019 Q2	$1.57M	Buy	59,850 +700	+1%	+$17.6K	0.01%	399
2019 Q1	$1.45M	Buy	+59,150	New	+$1.44M	0.01%	421

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management's UVSP Position: Q2 2026 in Review

Hotchkis & Wiley Capital Management reduced its Univest Financial (UVSP) stake by 11% in Q2 2026, selling an estimated $1.31M and leaving 267,169 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #232.

Hotchkis & Wiley Capital Management first reported a position in UVSP in Q1 2019 and has held it in 30 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Hotchkis & Wiley Capital Management held 267,169 shares of Univest Financial worth $11.7M as of Q2 2026.
Hotchkis & Wiley Capital Management sold 33,570 Univest Financial shares in Q2 2026, an estimated $1.31M.
Univest Financial made up 0.03% of Hotchkis & Wiley Capital Management's portfolio in Q2 2026, its #232 holding.
Hotchkis & Wiley Capital Management first reported a position in Univest Financial in Q1 2019 and has held it in 30 quarters since.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.