IFP Advisors
UVSP icon

IFP Advisors’s Univest Financial UVSP Stock Holding History

IFP Advisors’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
Q3 		$12.8K Hold
312
– – ﹤0.01% 3233
2026
Q2 		$13.6K Buy
312
+70
+29% +$2.74K ﹤0.01% 3198
2026
Q1 		$8.29K Hold
242
– – ﹤0.01% 3245
2025
Q4 		$7.92K Buy
242
+104
+75% +$3.26K ﹤0.01% 3189
2025
Q3 		$4.14K Buy
138
+19
+16% +$583 ﹤0.01% 3352
2025
Q2 		$3.99K Buy
119
+106
+815% +$3.09K ﹤0.01% 3534
2025
Q1 		$369 Hold
13
– – ﹤0.01% 3525
2024
Q4 		$384 Buy
+13
New +$386 ﹤0.01% 3488
2024
Q2 		– Sell
-38
Closed -$791 – 3351
2024
Q1 		$791 Buy
+38
New +$772 ﹤0.01% 2901
2023
Q1 		– Sell
-484
Closed -$17K – 4397
2022
Q4 		$17K Sell
484
-328
-40% -$8.8K ﹤0.01% 3043
2022
Q3 		$27K Buy
812
+111
+16% +$2.8K ﹤0.01% 2849
2022
Q2 		$24K Hold
701
– – ﹤0.01% 2709
2022
Q1 		$24K Buy
701
+644
+1,130% +$18.9K ﹤0.01% 2707
2021
Q4 		$2K Buy
57
+22
+63% +$640 ﹤0.01% 2853
2021
Q3 		$1K Buy
+35
New +$939 ﹤0.01% 3147

Other funds holding UVSP

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

IFP Advisors's UVSP Position: Q3 2026 in Review

IFP Advisors held its Univest Financial (UVSP) position steady in Q3 2026 at 312 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

IFP Advisors first reported a position in UVSP in Q3 2021 and has held it in 15 quarters since. The position peaked at $27K in Q3 2022. 55 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • IFP Advisors held 312 shares of Univest Financial worth $12.8K as of Q3 2026.
  • IFP Advisors left its Univest Financial share count unchanged in Q3 2026.
  • Univest Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3233 holding.
  • IFP Advisors first reported a position in Univest Financial in Q3 2021 and has held it in 15 quarters since.
  • IFP Advisors's Univest Financial position peaked at $27K in Q3 2022.
  • 55 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.