Logan Capital Management’s Univest Financial UVSP Stock Holding History

Logan 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	$2.13M	Buy	+48,600	New	+$1.9M	0.08%	171
2026 Q1	–	Sell	-48,600	Closed	-$1.64M	–	524
2025 Q4	$1.59M	Hold	48,600	–	–	0.07%	182
2025 Q3	$1.46M	Hold	48,600	–	–	0.06%	191
2025 Q2	$1.46M	Sell	48,600 -1,827	-4%	-$53.2K	0.07%	178
2025 Q1	$1.43M	Hold	50,427	–	–	0.07%	195
2024 Q4	$1.49M	Hold	50,427	–	–	0.06%	196
2024 Q3	$1.42M	Hold	50,427	–	–	0.06%	204
2024 Q2	$1.15M	Hold	50,427	–	–	0.05%	203
2024 Q1	$1.05M	Hold	50,427	–	–	0.04%	212
2023 Q4	$1.11M	Hold	50,427	–	–	0.05%	209
2023 Q3	$876K	Hold	50,427	–	–	0.04%	216
2023 Q2	$912K	Hold	50,427	–	–	0.04%	217
2023 Q1	$1.2M	Hold	50,427	–	–	0.06%	214
2022 Q4	$1.32M	Hold	50,427	–	–	0.07%	207
2022 Q3	$1.18M	Hold	50,427	–	–	0.07%	192
2022 Q2	$1.28M	Hold	50,427	–	–	0.07%	191
2022 Q1	$1.35M	Hold	50,427	–	–	0.07%	195
2021 Q4	$1.51M	Hold	50,427	–	–	0.07%	196
2021 Q3	$1.38M	Hold	50,427	–	–	0.06%	199
2021 Q2	$1.33M	Hold	50,427	–	–	0.06%	197
2021 Q1	$1.44M	Hold	50,427	–	–	0.07%	182
2020 Q4	$1.04M	Hold	50,427	–	–	0.05%	220
2020 Q3	$724K	Hold	50,427	–	–	0.04%	290
2020 Q2	$813K	Buy	50,427 +63	+0.1%	+$1.01K	0.05%	208
2020 Q1	$822K	Sell	50,364 -3,386	-6%	-$77.5K	0.06%	219
2019 Q4	$1.44M	Hold	53,750	–	–	0.08%	169
2019 Q3	$1.37M	Hold	53,750	–	–	0.08%	168
2019 Q2	$1.41M	Hold	53,750	–	–	0.08%	162
2019 Q1	$1.31M	Hold	53,750	–	–	0.08%	163
2018 Q4	$1.16M	Hold	53,750	–	–	0.09%	150
2018 Q3	$1.42M	Hold	53,750	–	–	0.09%	144
2018 Q2	$1.48M	Hold	53,750	–	–	0.1%	135
2018 Q1	$1.49M	Hold	53,750	–	–	0.1%	129
2017 Q4	$1.51M	Sell	53,750 -544	-1%	-$16.1K	0.11%	128
2017 Q3	$1.74M	Hold	54,294	–	–	0.12%	117
2017 Q2	$1.63M	Hold	54,294	–	–	0.12%	118
2017 Q1	$1.41M	Buy	54,294 +50	+0.1%	+$1.4K	0.11%	124
2016 Q4	$1.68M	Hold	54,244	–	–	0.13%	113
2016 Q3	$1.27M	Hold	54,244	–	–	0.1%	129
2016 Q2	$1.14M	Hold	54,244	–	–	0.1%	133
2016 Q1	$1.06M	Hold	54,244	–	–	0.09%	147
2015 Q4	$1.13M	Hold	54,244	–	–	0.09%	142
2015 Q3	$1.04M	Hold	54,244	–	–	0.09%	143
2015 Q2	$1.1M	Sell	54,244 -10,000	-16%	-$196K	0.08%	143
2015 Q1	$1.27M	Hold	64,244	–	–	0.09%	133
2014 Q4	$1.3M	Hold	64,244	–	–	0.09%	134
2014 Q3	$1.2M	Sell	64,244 -10,000	-13%	-$194K	0.09%	127
2014 Q2	$1.54M	Sell	74,244 -12,000	-14%	-$240K	0.11%	114
2014 Q1	$1.77M	Sell	86,244 -1,000	-1%	-$19.4K	0.13%	109
2013 Q4	$1.8M	Buy	87,244 +34,744	+66%	+$693K	0.13%	110
2013 Q3	$990K	Hold	52,500	–	–	0.07%	144
2013 Q2	$868K	Buy	+52,500	New	+$931K	0.07%	147

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Logan Capital Management opened a new position in Univest Financial (UVSP) in Q2 2026: 48,600 shares worth $2.13M. The stake represents 0.08% of the portfolio and ranks #171 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in UVSP as recently as Q4 2025.

Logan Capital Management first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Logan Capital Management held 48,600 shares of Univest Financial worth $2.13M as of Q2 2026.
Univest Financial was a new Logan Capital Management position in Q2 2026.
Univest Financial made up 0.08% of Logan Capital Management's portfolio in Q2 2026, its #171 holding.
Logan Capital Management first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.