Keeley-Teton Advisors’s Univest Financial UVSP Stock Holding History

Keeley-Teton Advisors’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 Q1	$588K	Buy	20,719 +5,527	+36%	+$164K	0.07%	271
2024 Q4	$448K	Sell	15,192 -2,408	-14%	-$71.6K	0.05%	298
2024 Q3	$495K	Hold	17,600	–	–	0.05%	306
2024 Q2	$402K	Hold	17,600	–	–	0.05%	296
2024 Q1	$366K	Hold	17,600	–	–	0.05%	304
2023 Q4	$388K	Hold	17,600	–	–	0.05%	304
2023 Q3	$306K	Hold	17,600	–	–	0.04%	308
2023 Q2	$318K	Hold	17,600	–	–	0.04%	313
2023 Q1	$418K	Buy	17,600 +1,600	+10%	+$42.3K	0.05%	306
2022 Q4	$418K	Buy	16,000 +4,000	+33%	+$107K	0.05%	305
2022 Q3	$282K	Buy	+12,000	New	+$303K	0.04%	329
2022 Q2	–	Sell	-7,700	Closed	-$206K	–	403
2022 Q1	$206K	Buy	+7,700	New	+$226K	0.02%	383

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Keeley-Teton Advisors's UVSP Position: Q1 2025 in Review

Keeley-Teton Advisors increased its Univest Financial (UVSP) stake by 36% in Q1 2025, buying an estimated $164K and bringing the position to 20,719 shares worth $588K. The position accounts for 0.07% of the portfolio, ranked #271.

Keeley-Teton Advisors first reported a position in UVSP in Q1 2022 and has held it in 12 quarters since. 178 funds tracked by Wall St. Rank hold UVSP as of Q1 2025.

Keeley-Teton Advisors held 20,719 shares of Univest Financial worth $588K as of Q1 2025.
Keeley-Teton Advisors bought 5,527 Univest Financial shares in Q1 2025, an estimated $164K.
Univest Financial made up 0.07% of Keeley-Teton Advisors's portfolio in Q1 2025, its #271 holding.
Keeley-Teton Advisors first reported a position in Univest Financial in Q1 2022 and has held it in 12 quarters since.
178 funds tracked by Wall St. Rank held Univest Financial as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.