Mercer Global Advisors
UVSP icon

Mercer Global Advisors’s Univest Financial UVSP Stock Holding History

Mercer Global Advisors’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 		$626K Buy
14,311
+3,578
+33% +$140K ﹤0.01% 2092
2026
Q1 		$368K Buy
10,733
+2,197
+26% +$74.3K ﹤0.01% 2242
2025
Q4 		$279K Buy
8,536
+1,290
+18% +$40.4K ﹤0.01% 2294
2025
Q3 		$218K Buy
+7,246
New +$223K ﹤0.01% 2328

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

Mercer Global Advisors's UVSP Position: Q2 2026 in Review

Mercer Global Advisors increased its Univest Financial (UVSP) stake by 33% in Q2 2026, buying an estimated $140K and bringing the position to 14,311 shares worth $626K. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

Mercer Global Advisors first reported a position in UVSP in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Mercer Global Advisors held 14,311 shares of Univest Financial worth $626K as of Q2 2026.
  • Mercer Global Advisors bought 3,578 Univest Financial shares in Q2 2026, an estimated $140K.
  • Univest Financial made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2092 holding.
  • Mercer Global Advisors first reported a position in Univest Financial in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.