Panagora Asset Management’s Univest Financial UVSP Stock Holding History

Panagora Asset Management’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	$422K	Buy	+9,651	New	+$378K	﹤0.01%	932
2025 Q3	–	Sell	-42,763	Closed	-$1.28M	–	1254
2025 Q2	$1.28M	Sell	42,763 -19	-0%	-$553	0.01%	580
2025 Q1	$1.21M	Buy	42,782 +19,352	+83%	+$573K	0.01%	620
2024 Q4	$691K	Buy	+23,430	New	+$696K	﹤0.01%	748
2021 Q2	–	Sell	-166	Closed	-$5K	–	2956
2021 Q1	$5K	Hold	166	–	–	﹤0.01%	2596
2020 Q4	$3K	Sell	166 -1,368	-89%	-$24.5K	﹤0.01%	2585
2020 Q3	$22K	Sell	1,534 -1,189	-44%	-$18.5K	﹤0.01%	2184
2020 Q2	$44K	Sell	2,723 -30,602	-92%	-$491K	﹤0.01%	2011
2020 Q1	$544K	Buy	33,325 +31,231	+1,491%	+$715K	﹤0.01%	1084
2019 Q4	$56K	Buy	2,094 +905	+76%	+$23.4K	﹤0.01%	1901
2019 Q3	$30K	Buy	1,189 +730	+159%	+$18.9K	﹤0.01%	2034
2019 Q2	$12K	Buy	+459	New	+$11.5K	﹤0.01%	2376
2016 Q1	–	Sell	-9,445	Closed	-$197K	–	2345
2015 Q4	$197K	Hold	9,445	–	–	﹤0.01%	1595
2015 Q3	$182K	Hold	9,445	–	–	﹤0.01%	1633
2015 Q2	$192K	Hold	9,445	–	–	﹤0.01%	1701
2015 Q1	$187K	Hold	9,445	–	–	﹤0.01%	1693
2014 Q4	$191K	Hold	9,445	–	–	﹤0.01%	1637
2014 Q3	$177K	Buy	+9,445	New	+$184K	﹤0.01%	1674

Other funds holding UVSP

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Panagora Asset Management's UVSP Position: Q2 2026 in Review

Panagora Asset Management opened a new position in Univest Financial (UVSP) in Q2 2026: 9,651 shares worth $422K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Panagora Asset Management previously reported a position in UVSP as recently as Q2 2025.

Panagora Asset Management first reported a position in UVSP in Q3 2014 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2025. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Panagora Asset Management held 9,651 shares of Univest Financial worth $422K as of Q2 2026.
Univest Financial was a new Panagora Asset Management position in Q2 2026.
Univest Financial made up ﹤0.01% of Panagora Asset Management's portfolio in Q2 2026, its #932 holding.
Panagora Asset Management first reported a position in Univest Financial in Q3 2014 and has held it in 18 quarters since.
Panagora Asset Management's Univest Financial position peaked at $1.28M in Q2 2025.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Panagora Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.