Parkside Financial Bank & Trust’s Univest Financial UVSP Stock Holding History

Parkside Financial Bank & Trust’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	-20	Closed	-$568	–	2999
2025 Q1	$568	Buy	+20	New	+$592	﹤0.01%	2306
2024 Q2	–	Sell	-30	Closed	-$625	–	2112
2024 Q1	$625	Sell	30 -1,042	-97%	-$21.2K	﹤0.01%	1706
2023 Q4	$23.6K	Buy	1,072 +411	+62%	+$7.7K	﹤0.01%	934
2023 Q3	$11.5K	Buy	661 +83	+14%	+$1.53K	﹤0.01%	1077
2023 Q2	$10.5K	Buy	578 +17	+3%	+$333	﹤0.01%	1101
2023 Q1	$13.3K	Buy	561 +43	+8%	+$1.14K	﹤0.01%	1002
2022 Q4	$13.5K	Buy	+518	New	+$13.9K	﹤0.01%	967

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

Parkside Financial Bank & Trust's UVSP Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of Univest Financial (UVSP) in Q2 2025, closing a stake of 20 shares — an estimated $568 sold.

Parkside Financial Bank & Trust first reported a position in UVSP in Q4 2022 and held it in 7 quarters. The position peaked at $23.6K in Q4 2023. 182 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

Parkside Financial Bank & Trust reported no remaining Univest Financial position as of Q2 2025 after selling out during the quarter.
Parkside Financial Bank & Trust sold 20 Univest Financial shares in Q2 2025, an estimated $568.
Parkside Financial Bank & Trust first reported a position in Univest Financial in Q4 2022 and held it in 7 quarters.
Parkside Financial Bank & Trust's Univest Financial position peaked at $23.6K in Q4 2023.
182 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.