Natixis Advisors
UVSP icon

Natixis Advisors’s Univest Financial UVSP Stock Holding History

Natixis 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 		– Sell
-12,033
Closed -$412K – 1874
2026
Q1 		$412K Sell
12,033
-591
-5% -$20K ﹤0.01% 1591
2025
Q4 		$413K Buy
12,624
+1,127
+10% +$35.3K ﹤0.01% 1496
2025
Q3 		$345K Buy
+11,497
New +$353K ﹤0.01% 1563

Other funds holding UVSP

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Dimensional Fund Advisors
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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

Natixis Advisors's UVSP Position: Q2 2026 in Review

Natixis Advisors sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 12,033 shares — an estimated $412K sold.

Natixis Advisors first reported a position in UVSP in Q3 2025 and held it in 3 quarters. The position peaked at $413K in Q4 2025. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Natixis Advisors reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Natixis Advisors sold 12,033 Univest Financial shares in Q2 2026, an estimated $412K.
  • Natixis Advisors first reported a position in Univest Financial in Q3 2025 and held it in 3 quarters.
  • Natixis Advisors's Univest Financial position peaked at $413K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.