Janney Montgomery Scott
UVSP icon

Janney Montgomery Scott’s Univest Financial UVSP Stock Holding History

Janney Montgomery Scott’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
2025
Q3 		– Sell
-14,383
Closed -$432K – 2986
2025
Q2 		$432K Buy
14,383
+7,000
+95% +$204K ﹤0.01% 2111
2025
Q1 		$209K Sell
7,383
-17,341
-70% -$513K ﹤0.01% 2512
2024
Q4 		$730K Buy
24,724
+488
+2% +$14.5K ﹤0.01% 1758
2024
Q3 		$682K Buy
+24,236
New +$646K ﹤0.01% 1758
2020
Q2 		– Sell
-11,485
Closed -$187K – 2070
2020
Q1 		$187K Hold
11,485
– – ﹤0.01% 1689
2019
Q4 		$308K Buy
11,485
+150
+1% +$3.88K ﹤0.01% 1699
2019
Q3 		$289K Buy
+11,335
New +$293K ﹤0.01% 1708

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Janney Montgomery Scott's UVSP Position: Q3 2025 in Review

Janney Montgomery Scott sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 14,383 shares — an estimated $432K sold.

Janney Montgomery Scott first reported a position in UVSP in Q3 2019 and held it in 7 quarters. The position peaked at $730K in Q4 2024. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Janney Montgomery Scott reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 14,383 Univest Financial shares in Q3 2025, an estimated $432K.
  • Janney Montgomery Scott first reported a position in Univest Financial in Q3 2019 and held it in 7 quarters.
  • Janney Montgomery Scott's Univest Financial position peaked at $730K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.