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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 		– Sell
-48,600
Closed -$1.67M – 690
2026
Q1 		$1.67M Buy
+48,600
New +$1.64M 0.07% 178

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

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.