HSBC Holdings

HSBC Holdings’s Univest Financial UVSP Stock Holding History

HSBC Holdings’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	$799K	Buy	23,334 +8,527	+58%	+$288K	﹤0.01%	1979
2025 Q4	$484K	Buy	+14,807	New	+$464K	﹤0.01%	2334
2023 Q4	–	Sell	-12,514	Closed	-$217K	–	2933
2023 Q3	$217K	Sell	12,514 -252	-2%	-$4.64K	﹤0.01%	2377
2023 Q2	$232K	Sell	12,766 -10,633	-45%	-$208K	﹤0.01%	2259
2023 Q1	$550K	Buy	+23,399	New	+$619K	﹤0.01%	2007
2022 Q2	–	Sell	-8,178	Closed	-$221K	–	3455
2022 Q1	$221K	Buy	8,178 +21	+0.3%	+$617	﹤0.01%	2949
2021 Q4	$245K	Buy	+8,157	New	+$237K	﹤0.01%	2922
2021 Q2	–	Sell	-13,252	Closed	-$381K	–	3098
2021 Q1	$381K	Sell	13,252 -19,552	-60%	-$496K	﹤0.01%	2158
2020 Q4	$674K	Buy	32,804 +780	+2%	+$14K	﹤0.01%	1981
2020 Q3	$465K	Buy	32,024 +1,790	+6%	+$27.8K	﹤0.01%	1991
2020 Q2	$488K	Buy	30,234 +20,170	+200%	+$323K	﹤0.01%	1849
2020 Q1	$164K	Buy	+10,064	New	+$230K	﹤0.01%	2361

Other funds holding UVSP

BlackRock New York $5.7T 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

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 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