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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) 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 New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IEQ Capital's UVSP Position: Q1 2026 in Review

IEQ Capital increased its Univest Financial (UVSP) stake by 28% in Q1 2026, buying an estimated $186K and bringing the position to 25,136 shares worth $861K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

IEQ Capital first reported a position in UVSP in Q1 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

IEQ Capital held 25,136 shares of Univest Financial worth $861K as of Q1 2026.
IEQ Capital bought 5,510 Univest Financial shares in Q1 2026, an estimated $186K.
Univest Financial made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1102 holding.
IEQ Capital first reported a position in Univest Financial in Q1 2025 and has held it in 5 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.