Neuberger Berman Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.8M | Sell |
198,597
-6,679
| -3% | -$226K | 0.01% | 920 |
|
|
2025
Q4 | $6.72M | Buy |
205,276
+5,808
| +3% | +$182K | 0.01% | 903 |
|
|
2025
Q3 | $5.99M | Sell |
199,468
-7,971
| -4% | -$245K | ﹤0.01% | 933 |
|
|
2025
Q2 | $6.23M | Sell |
207,439
-3,891
| -2% | -$113K | ﹤0.01% | 907 |
|
|
2025
Q1 | $5.99M | Sell |
211,330
-441
| -0.2% | -$13.1K | 0.01% | 903 |
|
|
2024
Q4 | $6.25M | Sell |
211,771
-742
| -0.3% | -$22.1K | 0.01% | 905 |
|
|
2024
Q3 | $5.98M | Sell |
212,513
-25,631
| -11% | -$683K | ﹤0.01% | 905 |
|
|
2024
Q2 | $5.44M | Buy |
238,144
+6,005
| +3% | +$127K | ﹤0.01% | 895 |
|
|
2024
Q1 | $4.83M | Sell |
232,139
-959
| -0.4% | -$19.5K | ﹤0.01% | 933 |
|
|
2023
Q4 | $5.14M | Sell |
233,098
-30,956
| -12% | -$580K | ﹤0.01% | 907 |
|
|
2023
Q3 | $4.59M | Sell |
264,054
-5,138
| -2% | -$94.6K | ﹤0.01% | 903 |
|
|
2023
Q2 | $4.87M | Buy |
269,192
+6,604
| +3% | +$129K | ﹤0.01% | 892 |
|
|
2023
Q1 | $6.23M | Buy |
262,588
+7,505
| +3% | +$199K | 0.01% | 834 |
|
|
2022
Q4 | $6.67M | Buy |
255,083
+8,308
| +3% | +$223K | 0.01% | 819 |
|
|
2022
Q3 | $5.79M | Sell |
246,775
-327
| -0.1% | -$8.26K | 0.01% | 851 |
|
|
2022
Q2 | $6.29M | Buy |
247,102
+4,809
| +2% | +$123K | 0.01% | 833 |
|
|
2022
Q1 | $6.48M | Sell |
242,293
-13,603
| -5% | -$400K | 0.01% | 902 |
|
|
2021
Q4 | $7.66M | Buy |
255,896
+20,210
| +9% | +$588K | 0.01% | 883 |
|
|
2021
Q3 | $6.46M | Sell |
235,686
-497
| -0.2% | -$13.3K | 0.01% | 894 |
|
|
2021
Q2 | $6.23M | Buy |
236,183
+911
| +0.4% | +$25.6K | 0.01% | 911 |
|
|
2021
Q1 | $6.73M | Sell |
235,272
-17,850
| -7% | -$453K | 0.01% | 896 |
|
|
2020
Q4 | $5.21M | Sell |
253,122
-33,007
| -12% | -$592K | 0.01% | 899 |
|
|
2020
Q3 | $4.11M | Buy |
286,129
+11,944
| +4% | +$186K | ﹤0.01% | 894 |
|
|
2020
Q2 | $4.42M | Sell |
274,185
-989
| -0.4% | -$15.9K | 0.01% | 850 |
|
|
2020
Q1 | $4.49M | Sell |
275,174
-17,815
| -6% | -$408K | 0.01% | 805 |
|
|
2019
Q4 | $7.85M | Buy |
292,989
+13,160
| +5% | +$341K | 0.01% | 789 |
|
|
2019
Q3 | $7.14M | Sell |
279,829
-2,990
| -1% | -$77.4K | 0.01% | 781 |
|
|
2019
Q2 | $7.43M | Buy |
282,819
+15,463
| +6% | +$388K | 0.01% | 808 |
|
|
2019
Q1 | $6.54M | Sell |
267,356
-11,075
| -4% | -$270K | 0.01% | 805 |
|
|
2018
Q4 | $6.01M | Buy |
278,431
+24,055
| +9% | +$585K | 0.01% | 818 |
|
|
2018
Q3 | $6.73M | Buy |
254,376
+12,150
| +5% | +$338K | 0.01% | 861 |
|
|
2018
Q2 | $6.66M | Sell |
242,226
-4,704
| -2% | -$135K | 0.01% | 870 |
|
|
2018
Q1 | $6.84M | Sell |
246,930
-4,815
| -2% | -$135K | 0.01% | 841 |
|
|
2017
Q4 | $7.06M | Buy |
251,745
+14,272
| +6% | +$422K | 0.01% | 827 |
|
|
2017
Q3 | $7.6M | Sell |
237,473
-2,894
| -1% | -$86.4K | 0.01% | 791 |
|
|
2017
Q2 | $7.2M | Sell |
240,367
-3,236
| -1% | -$92.8K | 0.01% | 801 |
|
|
2017
Q1 | $6.31M | Buy |
243,603
+7,226
| +3% | +$203K | 0.01% | 821 |
|
|
2016
Q4 | $7.3M | Buy |
236,377
+6,149
| +3% | +$164K | 0.01% | 801 |
|
|
2016
Q3 | $5.38M | Buy |
230,228
+9,780
| +4% | +$218K | 0.01% | 840 |
|
|
2016
Q2 | $4.63M | Buy |
220,448
+4,628
| +2% | +$92.1K | 0.01% | 862 |
|
|
2016
Q1 | $4.21M | Sell |
215,820
-9,720
| -4% | -$188K | 0.01% | 880 |
|
|
2015
Q4 | $4.71M | Buy |
225,540
+21,400
| +10% | +$433K | 0.01% | 899 |
|
|
2015
Q3 | $3.92M | Buy |
204,140
+15,552
| +8% | +$306K | 0.01% | 921 |
|
|
2015
Q2 | $3.84M | Buy |
188,588
+5,245
| +3% | +$103K | ﹤0.01% | 963 |
|
|
2015
Q1 | $3.63M | Buy |
183,343
+3,271
| +2% | +$63K | ﹤0.01% | 982 |
|
|
2014
Q4 | $3.64M | Buy |
180,072
+2,391
| +1% | +$47.4K | ﹤0.01% | 986 |
|
|
2014
Q3 | $3.33M | Buy |
177,681
+7,271
| +4% | +$141K | ﹤0.01% | 1025 |
|
|
2014
Q2 | $3.53M | Buy |
170,410
+14,531
| +9% | +$290K | ﹤0.01% | 1022 |
|
|
2014
Q1 | $3.2M | Buy |
155,879
+8,781
| +6% | +$171K | ﹤0.01% | 999 |
|
|
2013
Q4 | $3.04M | Buy |
147,098
+3,886
| +3% | +$77.5K | ﹤0.01% | 980 |
|
|
2013
Q3 | $2.7M | Buy |
143,212
+15,632
| +12% | +$309K | ﹤0.01% | 987 |
|
|
2013
Q2 | $2.43M | Buy |
+127,580
| New | +$2.26M | ﹤0.01% | 999 |
|
Other funds holding UVSP
VCM
Neuberger Berman Group's UVSP Position: Q1 2026 in Review
Neuberger Berman Group reduced its Univest Financial (UVSP) stake by 3.3% in Q1 2026, selling an estimated $226K and leaving 198,597 shares worth $6.8M. The position accounts for 0.01% of the portfolio, ranked #920.
Neuberger Berman Group first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.85M in Q4 2019. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Neuberger Berman Group held 198,597 shares of Univest Financial worth $6.8M as of Q1 2026.
- Neuberger Berman Group sold 6,679 Univest Financial shares in Q1 2026, an estimated $226K.
- Univest Financial made up 0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #920 holding.
- Neuberger Berman Group first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
- Neuberger Berman Group's Univest Financial position peaked at $7.85M in Q4 2019.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.