KeyBank National Association’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,500
| Closed | -$496K | – | 1208 |
|
|
2025
Q1 | $496K | Hold |
17,500
| – | – | ﹤0.01% | 768 |
|
|
2024
Q4 | $516K | Hold |
17,500
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $492K | Sell |
17,500
-17,989
| -51% | -$479K | ﹤0.01% | 777 |
|
|
2024
Q2 | $810K | Sell |
35,489
-7
| -0% | -$148 | ﹤0.01% | 586 |
|
|
2024
Q1 | $739K | Sell |
35,496
-45
| -0.1% | -$914 | ﹤0.01% | 625 |
|
|
2023
Q4 | $783K | Buy |
35,541
+13,250
| +59% | +$248K | ﹤0.01% | 588 |
|
|
2023
Q3 | $387K | Buy |
22,291
+10
| +0% | +$184 | ﹤0.01% | 788 |
|
|
2023
Q2 | $403K | Sell |
22,281
-54
| -0.2% | -$1.06K | ﹤0.01% | 775 |
|
|
2023
Q1 | $530K | Sell |
22,335
-34
| -0.2% | -$900 | ﹤0.01% | 678 |
|
|
2022
Q4 | $585K | Buy |
22,369
+88
| +0.4% | +$2.36K | ﹤0.01% | 634 |
|
|
2022
Q3 | $523K | Hold |
22,281
| – | – | ﹤0.01% | 641 |
|
|
2022
Q2 | $567K | Sell |
22,281
-66
| -0.3% | -$1.69K | ﹤0.01% | 619 |
|
|
2022
Q1 | $598K | Sell |
22,347
-147
| -0.7% | -$4.32K | ﹤0.01% | 662 |
|
|
2021
Q4 | $673K | Sell |
22,494
-4,562
| -17% | -$133K | ﹤0.01% | 717 |
|
|
2021
Q3 | $741K | Hold |
27,056
| – | – | ﹤0.01% | 671 |
|
|
2021
Q2 | $713K | Hold |
27,056
| – | – | ﹤0.01% | 685 |
|
|
2021
Q1 | $774K | Hold |
27,056
| – | – | ﹤0.01% | 665 |
|
|
2020
Q4 | $557K | Hold |
27,056
| – | – | ﹤0.01% | 733 |
|
|
2020
Q3 | $389K | Hold |
27,056
| – | – | ﹤0.01% | 763 |
|
|
2020
Q2 | $437K | Hold |
27,056
| – | – | ﹤0.01% | 712 |
|
|
2020
Q1 | $442K | Hold |
27,056
| – | – | ﹤0.01% | 655 |
|
|
2019
Q4 | $725K | Hold |
27,056
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $690K | Sell |
27,056
-1,000
| -4% | -$25.9K | ﹤0.01% | 613 |
|
|
2019
Q2 | $737K | Sell |
28,056
-28
| -0.1% | -$703 | ﹤0.01% | 634 |
|
|
2019
Q1 | $687K | Hold |
28,084
| – | – | ﹤0.01% | 648 |
|
|
2018
Q4 | $606K | Sell |
28,084
-6,000
| -18% | -$146K | ﹤0.01% | 620 |
|
|
2018
Q3 | $902K | Hold |
34,084
| – | – | 0.01% | 590 |
|
|
2018
Q2 | $937K | Sell |
34,084
-250
| -0.7% | -$7.17K | 0.01% | 565 |
|
|
2018
Q1 | $951K | Hold |
34,334
| – | – | 0.01% | 549 |
|
|
2017
Q4 | $963K | Hold |
34,334
| – | – | 0.01% | 560 |
|
|
2017
Q3 | $1.1M | Sell |
34,334
-500
| -1% | -$14.9K | 0.01% | 530 |
|
|
2017
Q2 | $1.04M | Hold |
34,834
| – | – | 0.01% | 567 |
|
|
2017
Q1 | $902K | Sell |
34,834
-1,000
| -3% | -$28K | 0.01% | 643 |
|
|
2016
Q4 | $1.11M | Hold |
35,834
| – | – | 0.01% | 565 |
|
|
2016
Q3 | $837K | Buy |
+35,834
| New | +$799K | 0.01% | 659 |
|
Other funds holding UVSP
KeyBank National Association's UVSP Position: Q2 2025 in Review
KeyBank National Association sold out of Univest Financial (UVSP) in Q2 2025, closing a stake of 17,500 shares — an estimated $496K sold.
KeyBank National Association first reported a position in UVSP in Q3 2016 and held it in 35 quarters. The position peaked at $1.11M in Q4 2016. 182 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.
- KeyBank National Association reported no remaining Univest Financial position as of Q2 2025 after selling out during the quarter.
- KeyBank National Association sold 17,500 Univest Financial shares in Q2 2025, an estimated $496K.
- KeyBank National Association first reported a position in Univest Financial in Q3 2016 and held it in 35 quarters.
- KeyBank National Association's Univest Financial position peaked at $1.11M in Q4 2016.
- 182 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.
Based on KeyBank National Association's 13F filing for Q2 2025, filed 4 Aug 2025.