PCM
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Polymer Capital Management’s Univest Financial UVSP Stock Holding History

Polymer Capital 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
2026
Q2 		– Sell
-8,787
Closed -$301K – 997
2026
Q1 		$301K Sell
8,787
-2,330
-21% -$78.8K 0.03% 601
2025
Q4 		$364K Buy
11,117
+1,458
+15% +$45.7K 0.04% 566
2025
Q3 		$290K Buy
9,659
+1,876
+24% +$57.6K 0.03% 624
2025
Q2 		$234K Sell
7,783
-2,902
-27% -$84.5K 0.03% 499
2025
Q1 		$303K Buy
+10,685
New +$316K 0.08% 355

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

Polymer Capital Management's UVSP Position: Q2 2026 in Review

Polymer Capital Management sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 8,787 shares — an estimated $301K sold.

Polymer Capital Management first reported a position in UVSP in Q1 2025 and held it in 5 quarters. The position peaked at $364K in Q4 2025. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Polymer Capital Management reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 8,787 Univest Financial shares in Q2 2026, an estimated $301K.
  • Polymer Capital Management first reported a position in Univest Financial in Q1 2025 and held it in 5 quarters.
  • Polymer Capital Management's Univest Financial position peaked at $364K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.