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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's UVSP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Univest Financial (UVSP) stake by 13% in Q1 2026, selling an estimated $2.44K and leaving 485 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Pinnacle Wealth Planning Services first reported a position in UVSP in Q4 2020 and has held it in 3 quarters since. The position peaked at $28K in Q4 2020. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 485 shares of Univest Financial worth $16.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 72 Univest Financial shares in Q1 2026, an estimated $2.44K.
  • Univest Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1787 holding.
  • Pinnacle Wealth Planning Services first reported a position in Univest Financial in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Univest Financial position peaked at $28K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.