New York State Common Retirement Fund’s Univest Financial UVSP Stock Holding History

New York State Common Retirement Fund’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	$407K	Hold	9,314	–	–	﹤0.01%	2089
2026 Q1	$319K	Hold	9,314	–	–	﹤0.01%	2073
2025 Q4	$305K	Hold	9,314	–	–	﹤0.01%	2126
2025 Q3	$280K	Hold	9,314	–	–	﹤0.01%	2147
2025 Q2	$280K	Hold	9,314	–	–	﹤0.01%	2120
2025 Q1	$264K	Hold	9,314	–	–	﹤0.01%	2117
2024 Q4	$275K	Hold	9,314	–	–	﹤0.01%	2163
2024 Q3	$262K	Sell	9,314 -3,600	-28%	-$96K	﹤0.01%	2180
2024 Q2	$295K	Buy	12,914 +7	+0.1%	+$148	﹤0.01%	2261
2024 Q1	$269K	Sell	12,907 -14	-0.1%	-$284	﹤0.01%	2314
2023 Q4	$285K	Buy	12,921 +10	+0.1%	+$187	﹤0.01%	2315
2023 Q3	$224K	Buy	12,911 +13	+0.1%	+$239	﹤0.01%	2375
2023 Q2	$233K	Sell	12,898 -2,322	-15%	-$45.5K	﹤0.01%	2427
2023 Q1	$361K	Sell	15,220 -5,500	-27%	-$146K	﹤0.01%	2341
2022 Q4	$541K	Sell	20,720 -14	-0.1%	-$375	﹤0.01%	2274
2022 Q3	$487K	Buy	20,734 +69	+0.3%	+$1.74K	﹤0.01%	2337
2022 Q2	$526K	Sell	20,665 -72	-0.3%	-$1.85K	﹤0.01%	2346
2022 Q1	$555K	Buy	20,737 +23	+0.1%	+$676	﹤0.01%	2357
2021 Q4	$620K	Buy	20,714 +14	+0.1%	+$407	﹤0.01%	2328
2021 Q3	$567K	Sell	20,700 -5,504	-21%	-$148K	﹤0.01%	2393
2021 Q2	$691K	Buy	26,204 +235	+0.9%	+$6.6K	﹤0.01%	2407
2021 Q1	$742K	Sell	25,969 -2,300	-8%	-$58.3K	﹤0.01%	2261
2020 Q4	$582K	Hold	28,269	–	–	﹤0.01%	2281
2020 Q3	$406K	Sell	28,269 -16,979	-38%	-$264K	﹤0.01%	2314
2020 Q2	$730K	Hold	45,248	–	–	﹤0.01%	2033
2020 Q1	$738K	Sell	45,248 -464	-1%	-$10.6K	﹤0.01%	1864
2019 Q4	$1.22M	Buy	45,712 +17,443	+62%	+$451K	﹤0.01%	1856
2019 Q3	$721K	Hold	28,269	–	–	﹤0.01%	2149
2019 Q2	$742K	Hold	28,269	–	–	﹤0.01%	2169
2019 Q1	$691K	Hold	28,269	–	–	﹤0.01%	2152
2018 Q4	$610K	Sell	28,269 -4,400	-13%	-$107K	﹤0.01%	2187
2018 Q3	$864K	Hold	32,669	–	–	﹤0.01%	2168
2018 Q2	$898K	Buy	32,669 +3,500	+12%	+$100K	﹤0.01%	2158
2018 Q1	$808K	Hold	29,169	–	–	﹤0.01%	2138
2017 Q4	$818K	Hold	29,169	–	–	﹤0.01%	2146
2017 Q3	$933K	Hold	29,169	–	–	﹤0.01%	2036
2017 Q2	$874K	Buy	29,169 +3,499	+14%	+$100K	﹤0.01%	2121
2017 Q1	$665K	Buy	25,670 +1,701	+7%	+$47.7K	﹤0.01%	2241
2016 Q4	$741K	Hold	23,969	–	–	﹤0.01%	2184
2016 Q3	$560K	Buy	23,969 +4,769	+25%	+$106K	﹤0.01%	2265
2016 Q2	$404K	Hold	19,200	–	–	﹤0.01%	2363
2016 Q1	$375K	Hold	19,200	–	–	﹤0.01%	2372
2015 Q4	$401K	Hold	19,200	–	–	﹤0.01%	2416
2015 Q3	$369K	Sell	19,200 -118	-0.6%	-$2.32K	﹤0.01%	2459
2015 Q2	$393K	Buy	+19,318	New	+$379K	﹤0.01%	2625

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

New York State Common Retirement Fund's UVSP Position: Q2 2026 in Review

New York State Common Retirement Fund held its Univest Financial (UVSP) position steady in Q2 2026 at 9,314 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2089.

New York State Common Retirement Fund first reported a position in UVSP in Q2 2015 and has held it in 45 quarters since. The position peaked at $1.22M in Q4 2019. 91 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

New York State Common Retirement Fund held 9,314 shares of Univest Financial worth $407K as of Q2 2026.
New York State Common Retirement Fund left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up ﹤0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #2089 holding.
New York State Common Retirement Fund first reported a position in Univest Financial in Q2 2015 and has held it in 45 quarters since.
New York State Common Retirement Fund's Univest Financial position peaked at $1.22M in Q4 2019.
91 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.