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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Natixis Advisors's UVSP Position: Q1 2026 in Review

Natixis Advisors reduced its Univest Financial (UVSP) stake by 4.7% in Q1 2026, selling an estimated $20K and leaving 12,033 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Natixis Advisors first reported a position in UVSP in Q3 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Natixis Advisors held 12,033 shares of Univest Financial worth $412K as of Q1 2026.
  • Natixis Advisors sold 591 Univest Financial shares in Q1 2026, an estimated $20K.
  • Univest Financial made up ﹤0.01% of Natixis Advisors's portfolio in Q1 2026, its #1591 holding.
  • Natixis Advisors first reported a position in Univest Financial in Q3 2025 and has held it in 3 quarters since.
  • Natixis Advisors's Univest Financial position peaked at $413K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

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