Pinnacle Wealth Planning Services’s Univest Financial UVSP Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$19.9K	Hold	485	–	–	﹤0.01%	1784
2026 Q2	$21.2K	Hold	485	–	–	﹤0.01%	1757
2026 Q1	$16.6K	Sell	485 -72	-13%	-$2.44K	﹤0.01%	1787
2025 Q4	$18.2K	Buy	+557	New	+$17.4K	﹤0.01%	1765
2021 Q1	–	Sell	-1,359	Closed	-$28K	–	1866
2020 Q4	$28K	Buy	+1,359	New	+$24.4K	0.01%	1028

Other funds holding UVSP

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Pinnacle Wealth Planning Services's UVSP Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Univest Financial (UVSP) position steady in Q3 2026 at 485 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Pinnacle Wealth Planning Services first reported a position in UVSP in Q4 2020 and has held it in 5 quarters since. The position peaked at $28K in Q4 2020. 49 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Pinnacle Wealth Planning Services held 485 shares of Univest Financial worth $19.9K as of Q3 2026.
Pinnacle Wealth Planning Services left its Univest Financial share count unchanged in Q3 2026.
Univest Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1784 holding.
Pinnacle Wealth Planning Services first reported a position in Univest Financial in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Univest Financial position peaked at $28K in Q4 2020.
49 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.