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Integrated Quantitative Investments’s Univest Financial UVSP Stock Holding History

Integrated Quantitative Investments’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 		$2.21M Buy
64,630
+40,617
+169% +$1.37M 0.4% 51
2025
Q4 		$786K Buy
+24,013
New +$752K 0.17% 220

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Integrated Quantitative Investments's UVSP Position: Q1 2026 in Review

Integrated Quantitative Investments increased its Univest Financial (UVSP) stake by 169% in Q1 2026, buying an estimated $1.37M and bringing the position to 64,630 shares worth $2.21M. The position accounts for 0.4% of the portfolio, ranked #51.

Integrated Quantitative Investments first reported a position in UVSP in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Integrated Quantitative Investments held 64,630 shares of Univest Financial worth $2.21M as of Q1 2026.
  • Integrated Quantitative Investments bought 40,617 Univest Financial shares in Q1 2026, an estimated $1.37M.
  • Univest Financial made up 0.4% of Integrated Quantitative Investments's portfolio in Q1 2026, its #51 holding.
  • Integrated Quantitative Investments first reported a position in Univest Financial in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.