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Keating Financial Advisory Services’s Univest Financial UVSP Stock Holding History

Keating Financial Advisory Services’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
-1
Closed -$33 – 2668
2025
Q4 		$33 Buy
+1
New +$31 ﹤0.01% 2179

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Keating Financial Advisory Services's UVSP Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 1 share — an estimated $33 sold.

Keating Financial Advisory Services first reported a position in UVSP in Q4 2025 and held it in 1 quarter. The position peaked at $33 in Q4 2025. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 1 Univest Financial share in Q1 2026, an estimated $33.
  • Keating Financial Advisory Services first reported a position in Univest Financial in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's Univest Financial position peaked at $33 in Q4 2025.
  • 209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.