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Larson Financial Group’s Univest Financial UVSP Stock Holding History

Larson Financial Group’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 		$1.97K Hold
45
– – ﹤0.01% 3119
2026
Q1 		$1.54K Hold
45
– – ﹤0.01% 3033
2025
Q4 		$1.47K Hold
45
– – ﹤0.01% 2846
2025
Q3 		$1.35K Hold
45
– – ﹤0.01% 2830
2025
Q2 		$1.35K Buy
+45
New +$1.31K ﹤0.01% 2542

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

Larson Financial Group's UVSP Position: Q2 2026 in Review

Larson Financial Group held its Univest Financial (UVSP) position steady in Q2 2026 at 45 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Larson Financial Group first reported a position in UVSP in Q2 2025 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Larson Financial Group held 45 shares of Univest Financial worth $1.97K as of Q2 2026.
  • Larson Financial Group left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3119 holding.
  • Larson Financial Group first reported a position in Univest Financial in Q2 2025 and has held it in 5 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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