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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
Q2 		$13.7K 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% -$8.79K ﹤0.01% 3043
2022
Q3 		$27K Buy
812
+111
+16% +$2.8K ﹤0.01% 2850
2022
Q2 		$24K Hold
701
– – ﹤0.01% 2708
2022
Q1 		$24K Buy
701
+644
+1,130% +$18.9K ﹤0.01% 2708
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

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

IFP Advisors's UVSP Position: Q2 2026 in Review

IFP Advisors increased its Univest Financial (UVSP) stake by 29% in Q2 2026, buying an estimated $2.74K and bringing the position to 312 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3198.

IFP Advisors first reported a position in UVSP in Q3 2021 and has held it in 14 quarters since. The position peaked at $27K in Q3 2022. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • IFP Advisors held 312 shares of Univest Financial worth $13.7K as of Q2 2026.
  • IFP Advisors bought 70 Univest Financial shares in Q2 2026, an estimated $2.74K.
  • Univest Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3198 holding.
  • IFP Advisors first reported a position in Univest Financial in Q3 2021 and has held it in 14 quarters since.
  • IFP Advisors's Univest Financial position peaked at $27K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.