JY
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Jeff Yass’s Univest Financial UVSP Stock Holding History

Jeff Yass’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 		– Sell
-17,319
Closed -$593K – 14604
2026
Q1 		$593K Buy
+17,319
New +$586K ﹤0.01% 9227
2025
Q3 		– Sell
-42,720
Closed -$1.28M – 13979
2025
Q2 		$1.28M Sell
42,720
-1,040
-2% -$30.3K ﹤0.01% 6806
2025
Q1 		$1.24M Buy
43,760
+28,516
+187% +$844K ﹤0.01% 6711
2024
Q4 		$450K Buy
15,244
+4,462
+41% +$133K ﹤0.01% 8942
2024
Q3 		$303K Buy
+10,782
New +$287K ﹤0.01% 9579
2024
Q1 		– Sell
-17,970
Closed -$396K – 13409
2023
Q4 		$396K Buy
+17,970
New +$337K ﹤0.01% 9207
2023
Q3 		– Sell
-14,497
Closed -$262K – 13054
2023
Q2 		$262K Sell
14,497
-15,133
-51% -$296K ﹤0.01% 9710
2023
Q1 		$703K Buy
+29,630
New +$784K ﹤0.01% 7711
2022
Q4 		– Sell
-9,244
Closed -$217K – 13750
2022
Q3 		$217K Buy
+9,244
New +$233K ﹤0.01% 10628
2020
Q3 		– Sell
-18,804
Closed -$303K – 11196
2020
Q2 		$303K Buy
+18,804
New +$302K ﹤0.01% 8358
2019
Q4 		– Sell
-13,292
Closed -$339K – 10705
2019
Q3 		$339K Buy
13,292
+1,583
+14% +$41K ﹤0.01% 8032
2019
Q2 		$307K Buy
+11,709
New +$294K ﹤0.01% 8269
2018
Q3 		– Sell
-31,312
Closed -$861K – 10293
2018
Q2 		$861K Buy
31,312
+15,357
+96% +$440K ﹤0.01% 5679
2018
Q1 		$442K Buy
+15,955
New +$447K ﹤0.01% 6884
2017
Q1 		– Sell
-58,126
Closed -$1.8M – 10027
2016
Q4 		$1.8M Buy
58,126
+24,295
+72% +$648K ﹤0.01% 4297
2016
Q3 		$791K Buy
33,831
+15,698
+87% +$350K ﹤0.01% 5235
2016
Q2 		$381K Sell
18,133
-9,020
-33% -$179K ﹤0.01% 6575
2016
Q1 		$530K Buy
+27,153
New +$526K ﹤0.01% 6303

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

Jeff Yass's UVSP Position: Q2 2026 in Review

Jeff Yass sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 17,319 shares — an estimated $593K sold.

Jeff Yass first reported a position in UVSP in Q1 2016 and held it in 18 quarters. The position peaked at $1.8M in Q4 2016. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Jeff Yass reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 17,319 Univest Financial shares in Q2 2026, an estimated $593K.
  • Jeff Yass first reported a position in Univest Financial in Q1 2016 and held it in 18 quarters.
  • Jeff Yass's Univest Financial position peaked at $1.8M in Q4 2016.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.