LSV Asset Management’s Univest Financial UVSP Stock Holding History

LSV Asset 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	$910K	Buy	20,795 +6,695	+47%	+$262K	﹤0.01%	670
2026 Q1	$483K	Sell	14,100 -800	-5%	-$27.1K	﹤0.01%	701
2025 Q4	$488K	Hold	14,900	–	–	﹤0.01%	701
2025 Q3	$447K	Hold	14,900	–	–	﹤0.01%	710
2025 Q2	$448K	Hold	14,900	–	–	﹤0.01%	688
2025 Q1	$423K	Hold	14,900	–	–	﹤0.01%	702
2024 Q4	$440K	Sell	14,900 -6,100	-29%	-$181K	﹤0.01%	686
2024 Q3	$591K	Hold	21,000	–	–	﹤0.01%	683
2024 Q2	$479K	Hold	21,000	–	–	﹤0.01%	730
2024 Q1	$437K	Hold	21,000	–	–	﹤0.01%	748
2023 Q4	$463K	Hold	21,000	–	–	﹤0.01%	742
2023 Q3	$365K	Hold	21,000	–	–	﹤0.01%	760
2023 Q2	$380K	Hold	21,000	–	–	﹤0.01%	777
2023 Q1	$499K	Sell	21,000 -2,600	-11%	-$68.8K	﹤0.01%	735
2022 Q4	$617K	Hold	23,600	–	–	﹤0.01%	705
2022 Q3	$554K	Sell	23,600 -12,900	-35%	-$326K	﹤0.01%	708
2022 Q2	$929K	Buy	36,500 +1,900	+5%	+$48.7K	﹤0.01%	688
2022 Q1	$926K	Sell	34,600 -6,800	-16%	-$200K	﹤0.01%	711
2021 Q4	$1.24M	Sell	41,400 -1,400	-3%	-$40.7K	﹤0.01%	690
2021 Q3	$1.17M	Hold	42,800	–	–	﹤0.01%	698
2021 Q2	$1.13M	Sell	42,800 -2,000	-4%	-$56.2K	﹤0.01%	703
2021 Q1	$1.28M	Sell	44,800 -4,900	-10%	-$124K	﹤0.01%	705
2020 Q4	$1.02M	Sell	49,700 -3,700	-7%	-$66.3K	﹤0.01%	745
2020 Q3	$767K	Sell	53,400 -12,300	-19%	-$191K	﹤0.01%	754
2020 Q2	$1.06M	Sell	65,700 -1,500	-2%	-$24.1K	﹤0.01%	739
2020 Q1	$1.1M	Sell	67,200 -900	-1%	-$20.6K	﹤0.01%	716
2019 Q4	$1.82M	Sell	68,100 -2,400	-3%	-$62.1K	﹤0.01%	686
2019 Q3	$1.8M	Hold	70,500	–	–	﹤0.01%	675
2019 Q2	$1.85M	Hold	70,500	–	–	﹤0.01%	684
2019 Q1	$1.72M	Hold	70,500	–	–	﹤0.01%	695
2018 Q4	$1.52M	Hold	70,500	–	–	﹤0.01%	727
2018 Q3	$1.86M	Sell	70,500 -4,500	-6%	-$125K	﹤0.01%	735
2018 Q2	$2.06M	Hold	75,000	–	–	﹤0.01%	732
2018 Q1	$2.08M	Sell	75,000 -1,000	-1%	-$28K	﹤0.01%	714
2017 Q4	$2.13M	Sell	76,000 -3,200	-4%	-$94.7K	﹤0.01%	706
2017 Q3	$2.53M	Sell	79,200 -300	-0.4%	-$8.96K	﹤0.01%	696
2017 Q2	$2.38M	Sell	79,500 -300	-0.4%	-$8.61K	﹤0.01%	692
2017 Q1	$2.07M	Buy	79,800 +5,000	+7%	+$140K	﹤0.01%	709
2016 Q4	$2.31M	Sell	74,800 -199,900	-73%	-$5.33M	﹤0.01%	687
2016 Q3	$6.42M	Hold	274,700	–	–	0.01%	502
2016 Q2	$5.77M	Hold	274,700	–	–	0.01%	500
2016 Q1	$5.36M	Buy	274,700 +5,500	+2%	+$107K	0.01%	503
2015 Q4	$5.62M	Buy	269,200 +12,563	+5%	+$254K	0.01%	481
2015 Q3	$4.93M	Buy	256,637 +16,900	+7%	+$333K	0.01%	494
2015 Q2	$4.88M	Buy	239,737 +19,100	+9%	+$375K	0.01%	493
2015 Q1	$4.37M	Buy	220,637 +6,943	+3%	+$134K	0.01%	499
2014 Q4	$4.33M	Buy	213,694 +55,157	+35%	+$1.09M	0.01%	487
2014 Q3	$2.97M	Buy	158,537 +8,800	+6%	+$171K	0.01%	534
2014 Q2	$3.1M	Buy	149,737 +33,630	+29%	+$672K	0.01%	530
2014 Q1	$2.38M	Buy	116,107 +16,670	+17%	+$324K	0.01%	546
2013 Q4	$2.06M	Sell	99,437 -11,863	-11%	-$236K	﹤0.01%	565
2013 Q3	$2.1M	Hold	111,300	–	–	0.01%	566
2013 Q2	$2.12M	Buy	+111,300	New	+$1.97M	0.01%	557

Other funds holding UVSP

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

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

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

Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

LSV Asset Management's UVSP Position: Q2 2026 in Review

LSV Asset Management increased its Univest Financial (UVSP) stake by 47% in Q2 2026, buying an estimated $262K and bringing the position to 20,795 shares worth $910K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

LSV Asset Management first reported a position in UVSP in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.42M in Q3 2016. 99 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

LSV Asset Management held 20,795 shares of Univest Financial worth $910K as of Q2 2026.
LSV Asset Management bought 6,695 Univest Financial shares in Q2 2026, an estimated $262K.
Univest Financial made up ﹤0.01% of LSV Asset Management's portfolio in Q2 2026, its #670 holding.
LSV Asset Management first reported a position in Univest Financial in Q2 2013 and has held it in 53 quarters since.
LSV Asset Management's Univest Financial position peaked at $6.42M in Q3 2016.
99 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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