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Legato Capital Management’s Univest Financial UVSP Stock Holding History

Legato Capital Management’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 		$936K Hold
21,389
– – 0.08% 367
2026
Q1 		$733K Buy
21,389
+6,669
+45% +$226K 0.07% 386
2025
Q4 		$482K Buy
+14,720
New +$461K 0.04% 557

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

Legato Capital Management's UVSP Position: Q2 2026 in Review

Legato Capital Management held its Univest Financial (UVSP) position steady in Q2 2026 at 21,389 shares worth $936K. The position accounts for 0.08% of the portfolio, ranked #367.

Legato Capital Management first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Legato Capital Management held 21,389 shares of Univest Financial worth $936K as of Q2 2026.
  • Legato Capital Management left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up 0.08% of Legato Capital Management's portfolio in Q2 2026, its #367 holding.
  • Legato Capital Management first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.