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 Q2	$2.32M	Buy	52,472 +29,138	+125%	+$1.14M	﹤0.01%	1519
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	–	2930
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	–	3097
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 $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

HSBC Holdings's UVSP Position: Q2 2026 in Review

HSBC Holdings increased its Univest Financial (UVSP) stake by 125% in Q2 2026, buying an estimated $1.14M and bringing the position to 52,472 shares worth $2.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

HSBC Holdings first reported a position in UVSP in Q1 2020 and has held it in 13 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

HSBC Holdings held 52,472 shares of Univest Financial worth $2.32M as of Q2 2026.
HSBC Holdings bought 29,138 Univest Financial shares in Q2 2026, an estimated $1.14M.
Univest Financial made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1519 holding.
HSBC Holdings first reported a position in Univest Financial in Q1 2020 and has held it in 13 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.