Integrated Wealth Concepts’s Univest Financial UVSP Stock Holding History

Integrated Wealth Concepts’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	$65.6K	Buy	+18	New	+$705	﹤0.01%	3154

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's UVSP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Univest Financial (UVSP) in Q2 2026: 18 shares worth $65.6K. The stake represents ﹤0.01% of the portfolio and ranks #3154 among its holdings.

223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Integrated Wealth Concepts held 18 shares of Univest Financial worth $65.6K as of Q2 2026.
Univest Financial was a new Integrated Wealth Concepts position in Q2 2026.
Univest Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3154 holding.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.