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IEQ Capital’s Univest Financial UVSP Stock Holding History

IEQ Capital’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 		$1.3M Buy
29,610
+4,474
+18% +$175K 0.01% 996
2026
Q1 		$861K Buy
25,136
+5,510
+28% +$186K ﹤0.01% 1102
2025
Q4 		$643K Buy
19,626
+3,019
+18% +$94.6K ﹤0.01% 1217
2025
Q3 		$499K Buy
16,607
+4,066
+32% +$125K ﹤0.01% 1290
2025
Q2 		$377K Buy
12,541
+4,467
+55% +$130K ﹤0.01% 1291
2025
Q1 		$229K Buy
+8,074
New +$239K ﹤0.01% 1311

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

IEQ Capital's UVSP Position: Q2 2026 in Review

IEQ Capital increased its Univest Financial (UVSP) stake by 18% in Q2 2026, buying an estimated $175K and bringing the position to 29,610 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #996.

IEQ Capital first reported a position in UVSP in Q1 2025 and has held it in 6 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • IEQ Capital held 29,610 shares of Univest Financial worth $1.3M as of Q2 2026.
  • IEQ Capital bought 4,474 Univest Financial shares in Q2 2026, an estimated $175K.
  • Univest Financial made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #996 holding.
  • IEQ Capital first reported a position in Univest Financial in Q1 2025 and has held it in 6 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.