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Lindbrook Capital’s Univest Financial UVSP Stock Holding History

Lindbrook Capital’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 		$42.7K Sell
1,504
-23
-2% -$681 ﹤0.01% 1072
2024
Q4 		$45.1K Buy
1,527
+26
+2% +$773 ﹤0.01% 858
2024
Q3 		$42.2K Sell
1,501
-41
-3% -$1.09K ﹤0.01% 905
2024
Q2 		$35.2K Buy
1,542
+315
+26% +$6.66K ﹤0.01% 947
2024
Q1 		$25.5K Hold
1,227
– – ﹤0.01% 1084
2023
Q4 		$27K Buy
1,227
+1,162
+1,788% +$21.8K ﹤0.01% 1027
2023
Q3 		$1.13K Sell
65
-321
-83% -$5.91K ﹤0.01% 2322
2023
Q2 		$6.98K Buy
386
+235
+156% +$4.6K ﹤0.01% 1651
2023
Q1 		$3.58K Sell
151
-2
-1% -$53 ﹤0.01% 1999
2022
Q4 		$4K Buy
153
+107
+233% +$2.87K ﹤0.01% 1935
2022
Q3 		$1K Sell
46
-318
-87% -$8.03K ﹤0.01% 2513
2022
Q2 		$9K Buy
364
+310
+574% +$7.95K ﹤0.01% 1319
2022
Q1 		$1K Buy
+54
New +$1.59K ﹤0.01% 2384
2021
Q3 		– Sell
-31
Closed -$1K – 2003
2021
Q2 		$1K Hold
31
– – ﹤0.01% 1842
2021
Q1 		$1K Buy
+31
New +$786 ﹤0.01% 1811

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's UVSP Position: Q1 2025 in Review

Lindbrook Capital reduced its Univest Financial (UVSP) stake by 1.5% in Q1 2025, selling an estimated $681 and leaving 1,504 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Lindbrook Capital first reported a position in UVSP in Q1 2021 and has held it in 15 quarters since. The position peaked at $45.1K in Q4 2024. 179 funds tracked by Wall St. Rank hold UVSP as of Q1 2025.

  • Lindbrook Capital held 1,504 shares of Univest Financial worth $42.7K as of Q1 2025.
  • Lindbrook Capital sold 23 Univest Financial shares in Q1 2025, an estimated $681.
  • Univest Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1072 holding.
  • Lindbrook Capital first reported a position in Univest Financial in Q1 2021 and has held it in 15 quarters since.
  • Lindbrook Capital's Univest Financial position peaked at $45.1K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Univest Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.