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Principal Securities’s Univest Financial UVSP Stock Holding History

Principal Securities’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
Q4 		– Sell
-14
Closed -$420 – 3409
2025
Q3 		$420 Hold
14
– – ﹤0.01% 3568
2025
Q2 		$421 Hold
14
– – ﹤0.01% 3507
2025
Q1 		$413 Hold
14
– – ﹤0.01% 3385
2024
Q4 		$413 Hold
14
– – ﹤0.01% 3380
2024
Q3 		$394 Hold
14
– – ﹤0.01% 3309
2024
Q2 		$320 Hold
14
– – ﹤0.01% 3255
2024
Q1 		$291 Hold
14
– – ﹤0.01% 3206
2023
Q4 		$308 Buy
+14
New +$262 ﹤0.01% 3112

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Principal Securities's UVSP Position: Q4 2025 in Review

Principal Securities sold out of Univest Financial (UVSP) in Q4 2025, closing a stake of 14 shares — an estimated $420 sold.

Principal Securities first reported a position in UVSP in Q4 2023 and held it in 8 quarters. The position peaked at $421 in Q2 2025. 197 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

  • Principal Securities reported no remaining Univest Financial position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 14 Univest Financial shares in Q4 2025, an estimated $420.
  • Principal Securities first reported a position in Univest Financial in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Univest Financial position peaked at $421 in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.