Pzena Investment Management
UVSP icon

Pzena Investment Management’s Univest Financial UVSP Stock Holding History

Pzena Investment 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
Q1 		$28.9M Sell
842,425
-13,810
-2% -$467K 0.09% 112
2025
Q4 		$28M Sell
856,235
-34,667
-4% -$1.09M 0.08% 109
2025
Q3 		$26.7M Buy
890,902
+2,693
+0.3% +$82.7K 0.09% 111
2025
Q2 		$26.7M Sell
888,209
-254,932
-22% -$7.42M 0.09% 113
2025
Q1 		$32.4M Sell
1,143,141
-5,976
-0.5% -$177K 0.11% 101
2024
Q4 		$33.9M Sell
1,149,117
-40,631
-3% -$1.21M 0.12% 99
2024
Q3 		$33.5M Sell
1,189,748
-78,502
-6% -$2.09M 0.11% 103
2024
Q2 		$29M Sell
1,268,250
-50,641
-4% -$1.07M 0.1% 106
2024
Q1 		$27.5M Sell
1,318,891
-140,030
-10% -$2.84M 0.09% 110
2023
Q4 		$32.1M Sell
1,458,921
-77,202
-5% -$1.45M 0.12% 101
2023
Q3 		$26.7M Sell
1,536,123
-1,644
-0.1% -$30.3K 0.11% 107
2023
Q2 		$27.8M Sell
1,537,767
-23,479
-2% -$460K 0.12% 106
2023
Q1 		$37.1M Sell
1,561,246
-80,216
-5% -$2.12M 0.16% 100
2022
Q4 		$42.9M Sell
1,641,462
-55,536
-3% -$1.49M 0.19% 91
2022
Q3 		$39.8M Sell
1,696,998
-14,043
-0.8% -$355K 0.2% 84
2022
Q2 		$43.5M Sell
1,711,041
-20,079
-1% -$515K 0.2% 88
2022
Q1 		$46.3M Buy
1,731,120
+9,522
+0.6% +$280K 0.18% 93
2021
Q4 		$51.5M Buy
1,721,598
+11,129
+0.7% +$324K 0.19% 87
2021
Q3 		$46.9M Sell
1,710,469
-5,138
-0.3% -$138K 0.19% 92
2021
Q2 		$45.2M Sell
1,715,607
-206,589
-11% -$5.8M 0.18% 88
2021
Q1 		$55M Buy
1,922,196
+8,662
+0.5% +$220K 0.22% 81
2020
Q4 		$39.4M Buy
1,913,534
+117,376
+7% +$2.1M 0.19% 89
2020
Q3 		$25.8M Buy
1,796,158
+159,544
+10% +$2.48M 0.16% 93
2020
Q2 		$26.4M Buy
1,636,614
+165,812
+11% +$2.66M 0.17% 88
2020
Q1 		$24M Buy
+1,470,802
New +$33.7M 0.18% 89

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
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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Pzena Investment Management's UVSP Position: Q1 2026 in Review

Pzena Investment Management reduced its Univest Financial (UVSP) stake by 1.6% in Q1 2026, selling an estimated $467K and leaving 842,425 shares worth $28.9M. The position accounts for 0.09% of the portfolio, ranked #112.

Pzena Investment Management first reported a position in UVSP in Q1 2020 and has held it in 25 quarters since. The position peaked at $55M in Q1 2021. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Pzena Investment Management held 842,425 shares of Univest Financial worth $28.9M as of Q1 2026.
  • Pzena Investment Management sold 13,810 Univest Financial shares in Q1 2026, an estimated $467K.
  • Univest Financial made up 0.09% of Pzena Investment Management's portfolio in Q1 2026, its #112 holding.
  • Pzena Investment Management first reported a position in Univest Financial in Q1 2020 and has held it in 25 quarters since.
  • Pzena Investment Management's Univest Financial position peaked at $55M in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.