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J. Safra Asset Management’s Univest Financial UVSP Stock Holding History

J. Safra Asset Management’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 		– Sell
-57
Closed -$1.87K – 670
2025
Q4 		$1.87K Hold
57
– – ﹤0.01% 578
2025
Q3 		$1.71K Sell
57
-270
-83% -$8.29K ﹤0.01% 429
2025
Q2 		$9.82K Sell
327
-138
-30% -$4.02K ﹤0.01% 310
2025
Q1 		$13.2K Buy
465
+24
+5% +$710 ﹤0.01% 273
2024
Q4 		$13.1K Buy
441
+124
+39% +$3.69K ﹤0.01% 281
2024
Q3 		$8.63K Buy
317
+282
+806% +$7.52K ﹤0.01% 252
2024
Q2 		$799 Buy
+35
New +$740 ﹤0.01% 261

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

J. Safra Asset Management's UVSP Position: Q1 2026 in Review

J. Safra Asset Management sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 57 shares — an estimated $1.87K sold.

J. Safra Asset Management first reported a position in UVSP in Q2 2024 and held it in 7 quarters. The position peaked at $13.2K in Q1 2025. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • J. Safra Asset Management reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 57 Univest Financial shares in Q1 2026, an estimated $1.87K.
  • J. Safra Asset Management first reported a position in Univest Financial in Q2 2024 and held it in 7 quarters.
  • J. Safra Asset Management's Univest Financial position peaked at $13.2K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.