Mariner’s Univest Financial UVSP Stock Holding History

Mariner’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 Q1	$486K	Buy	14,194 +7,765	+121%	+$263K	﹤0.01%	2508
2025 Q4	$211K	Buy	+6,429	New	+$201K	﹤0.01%	3127

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mariner's UVSP Position: Q1 2026 in Review

Mariner increased its Univest Financial (UVSP) stake by 121% in Q1 2026, buying an estimated $263K and bringing the position to 14,194 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Mariner first reported a position in UVSP in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Mariner held 14,194 shares of Univest Financial worth $486K as of Q1 2026.
Mariner bought 7,765 Univest Financial shares in Q1 2026, an estimated $263K.
Univest Financial made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2508 holding.
Mariner first reported a position in Univest Financial in Q4 2025 and has held it in 2 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.