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
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 $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

Panagora Asset Management's UVSP Position: Q3 2025 in Review

Panagora Asset Management sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 42,763 shares — an estimated $1.28M sold.

Panagora Asset Management first reported a position in UVSP in Q3 2014 and held it in 17 quarters. The position peaked at $1.28M in Q2 2025. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

Panagora Asset Management reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
Panagora Asset Management sold 42,763 Univest Financial shares in Q3 2025, an estimated $1.28M.
Panagora Asset Management first reported a position in Univest Financial in Q3 2014 and held it in 17 quarters.
Panagora Asset Management's Univest Financial position peaked at $1.28M in Q2 2025.
185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Panagora Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.