Pacific Ridge Capital Partners’s Univest Financial UVSP Stock Holding History

Pacific Ridge Capital Partners’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
2025 Q2	–	Sell	-21,904	Closed	-$621K	–	138
2025 Q1	$621K	Sell	21,904 -192	-0.9%	-$5.68K	0.16%	100
2024 Q4	$652K	Sell	22,096 -5,806	-21%	-$173K	0.15%	116
2024 Q3	$785K	Sell	27,902 -9,510	-25%	-$253K	0.19%	99
2024 Q2	$854K	Buy	37,412 +49	+0.1%	+$1.03K	0.21%	105
2024 Q1	$778K	Sell	37,363 -9,692	-21%	-$197K	0.17%	114
2023 Q4	$1.04M	Hold	47,055	–	–	0.21%	110
2023 Q3	$818K	Sell	47,055 -140	-0.3%	-$2.58K	0.19%	109
2023 Q2	$853K	Buy	47,195 +22,465	+91%	+$440K	0.19%	108
2023 Q1	$587K	Sell	24,730 -150	-0.6%	-$3.97K	0.14%	121
2022 Q4	$650K	Sell	24,880 -10	-0%	-$268	0.15%	116
2022 Q3	$584K	Buy	24,890 +30	+0.1%	+$758	0.15%	117
2022 Q2	$632K	Sell	24,860 -180	-0.7%	-$4.62K	0.15%	115
2022 Q1	$670K	Hold	25,040	–	–	0.13%	113
2021 Q4	$749K	Hold	25,040	–	–	0.13%	118
2021 Q3	$686K	Buy	25,040 +960	+4%	+$25.8K	0.13%	118
2021 Q2	$635K	Sell	24,080 -390	-2%	-$11K	0.12%	117
2021 Q1	$700K	Hold	24,470	–	–	0.13%	110
2020 Q4	$504K	Sell	24,470 -5,920	-19%	-$106K	0.12%	116
2020 Q3	$437K	Hold	30,390	–	–	0.12%	115
2020 Q2	$490K	Hold	30,390	–	–	0.13%	110
2020 Q1	$496K	Hold	30,390	–	–	0.19%	100
2019 Q4	$814K	Sell	30,390 -3,180	-9%	-$82.3K	0.18%	106
2019 Q3	$856K	Sell	33,570 -80	-0.2%	-$2.07K	0.22%	108
2019 Q2	$884K	Sell	33,650 -2,550	-7%	-$64K	0.23%	111
2019 Q1	$885K	Sell	36,200 -1,190	-3%	-$29.1K	0.24%	113
2018 Q4	$807K	Sell	37,390 -1,280	-3%	-$31.1K	0.27%	111
2018 Q3	$1.02M	Buy	38,670 +2,770	+8%	+$77.1K	0.26%	119
2018 Q2	$987K	Sell	35,900 -170	-0.5%	-$4.88K	0.23%	117
2018 Q1	$999K	Sell	36,070 -820	-2%	-$23K	0.27%	111
2017 Q4	$1.03M	Buy	36,890 +990	+3%	+$29.3K	0.27%	110
2017 Q3	$1.15M	Buy	35,900 +210	+0.6%	+$6.27K	0.33%	93
2017 Q2	$1.07M	Sell	35,690 -780	-2%	-$22.4K	0.31%	99
2017 Q1	$945K	Buy	36,470 +8,410	+30%	+$236K	0.27%	107
2016 Q4	$867K	Buy	28,060 +400	+1%	+$10.7K	0.31%	90
2016 Q3	$646K	Sell	27,660 -280	-1%	-$6.25K	0.27%	103
2016 Q2	$587K	Hold	27,940	–	–	0.27%	100
2016 Q1	$545K	Buy	27,940 +40	+0.1%	+$775	0.24%	106
2015 Q4	$582K	Hold	27,900	–	–	0.26%	102
2015 Q3	$536K	Sell	27,900 -3,880	-12%	-$76.4K	0.26%	113
2015 Q2	$647K	Sell	31,780 -3,772	-11%	-$74K	0.27%	111
2015 Q1	$704K	Buy	35,552 +710	+2%	+$13.7K	0.28%	108
2014 Q4	$705K	Buy	34,842 +270	+0.8%	+$5.36K	0.3%	104
2014 Q3	$648K	Buy	34,572 +12,112	+54%	+$236K	0.33%	103
2014 Q2	$465K	Sell	22,460 -110	-0.5%	-$2.2K	0.32%	100
2014 Q1	$463K	Hold	22,570	–	–	0.32%	109
2013 Q4	$467K	Buy	+22,570	New	+$450K	0.32%	98

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacific Ridge Capital Partners's UVSP Position: Q2 2025 in Review

Pacific Ridge Capital Partners sold out of Univest Financial (UVSP) in Q2 2025, closing a stake of 21,904 shares — an estimated $621K sold.

Pacific Ridge Capital Partners first reported a position in UVSP in Q4 2013 and held it in 46 quarters. The position peaked at $1.15M in Q3 2017. 182 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

Pacific Ridge Capital Partners reported no remaining Univest Financial position as of Q2 2025 after selling out during the quarter.
Pacific Ridge Capital Partners sold 21,904 Univest Financial shares in Q2 2025, an estimated $621K.
Pacific Ridge Capital Partners first reported a position in Univest Financial in Q4 2013 and held it in 46 quarters.
Pacific Ridge Capital Partners's Univest Financial position peaked at $1.15M in Q3 2017.
182 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on Pacific Ridge Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.