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Merit Financial Group’s Univest Financial UVSP Stock Holding History

Merit Financial Group’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 		$416K Buy
+9,506
New +$372K ﹤0.01% 1612

Other funds holding UVSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
IWA
IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's UVSP Position: Q2 2026 in Review

Merit Financial Group opened a new position in Univest Financial (UVSP) in Q2 2026: 9,506 shares worth $416K. The stake represents ﹤0.01% of the portfolio and ranks #1612 among its holdings.

18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Merit Financial Group held 9,506 shares of Univest Financial worth $416K as of Q2 2026.
  • Univest Financial was a new Merit Financial Group position in Q2 2026.
  • Univest Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1612 holding.
  • 18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.