PWPS
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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's UVSP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Univest Financial (UVSP) position steady in Q2 2026 at 485 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Pinnacle Wealth Planning Services first reported a position in UVSP in Q4 2020 and has held it in 4 quarters since. The position peaked at $28K in Q4 2020. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 485 shares of Univest Financial worth $21.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1757 holding.
  • Pinnacle Wealth Planning Services first reported a position in Univest Financial in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Univest Financial position peaked at $28K in Q4 2020.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.