Legal & General Group
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Legal & General Group’s Univest Financial UVSP Stock Holding History

Legal & General 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
Q1 		$633K Sell
18,464
-3,987
-18% -$135K ﹤0.01% 2294
2025
Q4 		$735K Sell
22,451
-7,253
-24% -$227K ﹤0.01% 2305
2025
Q3 		$892K Sell
29,704
-908
-3% -$27.9K ﹤0.01% 2274
2025
Q2 		$920K Buy
30,612
+2,291
+8% +$66.7K ﹤0.01% 2263
2025
Q1 		$803K Sell
28,321
-209
-0.7% -$6.18K ﹤0.01% 2256
2024
Q4 		$842K Buy
28,530
+2,021
+8% +$60.1K ﹤0.01% 2298
2024
Q3 		$746K Sell
26,509
-7,072
-21% -$189K ﹤0.01% 2335
2024
Q2 		$767K Hold
33,581
– – ﹤0.01% 2284
2024
Q1 		$699K Hold
33,581
– – ﹤0.01% 2312
2023
Q4 		$740K Hold
33,581
– – ﹤0.01% 2311
2023
Q3 		$584K Buy
33,581
+14,286
+74% +$263K ﹤0.01% 2374
2023
Q2 		$349K Buy
19,295
+7,635
+65% +$150K ﹤0.01% 2575
2023
Q1 		$277K Buy
11,660
+359
+3% +$9.5K ﹤0.01% 2476
2022
Q4 		$295K Hold
11,301
– – ﹤0.01% 2472
2022
Q3 		$265K Sell
11,301
-2,171
-16% -$54.8K ﹤0.01% 2521
2022
Q2 		$343K Buy
13,472
+515
+4% +$13.2K ﹤0.01% 2447
2022
Q1 		$347K Hold
12,957
– – ﹤0.01% 2492
2021
Q4 		$388K Hold
12,957
– – ﹤0.01% 2493
2021
Q3 		$355K Buy
12,957
+5,569
+75% +$149K ﹤0.01% 2519
2021
Q2 		$194K Sell
7,388
-660
-8% -$18.5K ﹤0.01% 2541
2021
Q1 		$230K Buy
8,048
+1,147
+17% +$29.1K ﹤0.01% 2430
2020
Q4 		$142K Hold
6,901
– – ﹤0.01% 2491
2020
Q3 		$99K Sell
6,901
-1,190
-15% -$18.5K ﹤0.01% 2496
2020
Q2 		$131K Hold
8,091
– – ﹤0.01% 2458
2020
Q1 		$132K Sell
8,091
-1,387
-15% -$31.7K ﹤0.01% 2342
2019
Q4 		$254K Hold
9,478
– – ﹤0.01% 2340
2019
Q3 		$241K Buy
9,478
+3,533
+59% +$91.4K ﹤0.01% 2313
2019
Q2 		$156K Buy
5,945
+317
+6% +$7.96K ﹤0.01% 2414
2019
Q1 		$137K Buy
5,628
+722
+15% +$17.6K ﹤0.01% 2412
2018
Q4 		$106K Hold
4,906
– – ﹤0.01% 2441
2018
Q3 		$129K Hold
4,906
– – ﹤0.01% 2445
2018
Q2 		$135K Sell
4,906
-267
-5% -$7.66K ﹤0.01% 2403
2018
Q1 		$143K Sell
5,173
-1,287
-20% -$36.1K ﹤0.01% 2382
2017
Q4 		$182K Sell
6,460
-456
-7% -$13.5K ﹤0.01% 2352
2017
Q3 		$221K Buy
6,916
+974
+16% +$29.1K ﹤0.01% 2313
2017
Q2 		$179K Hold
5,942
– – ﹤0.01% 2341
2017
Q1 		$155K Sell
5,942
-77
-1% -$2.16K ﹤0.01% 2348
2016
Q4 		$187K Buy
6,019
+2,835
+89% +$75.6K ﹤0.01% 2261
2016
Q3 		$75K Sell
3,184
-613
-16% -$13.7K ﹤0.01% 2329
2016
Q2 		$78K Hold
3,797
– – ﹤0.01% 2239
2016
Q1 		$74K Buy
3,797
+888
+31% +$17.2K ﹤0.01% 2236
2015
Q4 		$61K Hold
2,909
– – ﹤0.01% 2354
2015
Q3 		$55K Hold
2,909
– – ﹤0.01% 2397
2015
Q2 		$59K Hold
2,909
– – ﹤0.01% 2465
2015
Q1 		$57K Hold
2,909
– – ﹤0.01% 2423
2014
Q4 		$59K Hold
2,909
– – ﹤0.01% 2338
2014
Q3 		$55K Buy
+2,909
New +$56.6K ﹤0.01% 2330

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group's UVSP Position: Q1 2026 in Review

Legal & General Group reduced its Univest Financial (UVSP) stake by 18% in Q1 2026, selling an estimated $135K and leaving 18,464 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

Legal & General Group first reported a position in UVSP in Q3 2014 and has held it in 47 quarters since. The position peaked at $920K in Q2 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Legal & General Group held 18,464 shares of Univest Financial worth $633K as of Q1 2026.
  • Legal & General Group sold 3,987 Univest Financial shares in Q1 2026, an estimated $135K.
  • Univest Financial made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2294 holding.
  • Legal & General Group first reported a position in Univest Financial in Q3 2014 and has held it in 47 quarters since.
  • Legal & General Group's Univest Financial position peaked at $920K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.