FAI
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FAI Advisors, Inc.’s Univest Financial UVSP Stock Holding History

FAI Advisors, Inc.’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
Q3 		$333K Buy
8,125
+527
+7% +$22.6K 0.13% 111
2026
Q2 		$332K Buy
7,598
+261
+4% +$10.2K 0.13% 120
2026
Q1 		$251K Buy
7,337
+103
+1% +$3.48K 0.11% 138
2025
Q4 		$237K Buy
7,234
+271
+4% +$8.49K 0.1% 145
2025
Q3 		$209K Buy
+6,963
New +$214K 0.09% 163

Other funds holding UVSP

Leeward Investments
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Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 7.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAI Advisors, Inc.'s UVSP Position: Q3 2026 in Review

FAI Advisors, Inc. increased its Univest Financial (UVSP) stake by 6.9% in Q3 2026, buying an estimated $22.6K and bringing the position to 8,125 shares worth $333K. The position accounts for 0.13% of the portfolio, ranked #111.

FAI Advisors, Inc. first reported a position in UVSP in Q3 2025 and has held it in 5 quarters since. 49 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • FAI Advisors, Inc. held 8,125 shares of Univest Financial worth $333K as of Q3 2026.
  • FAI Advisors, Inc. bought 527 Univest Financial shares in Q3 2026, an estimated $22.6K.
  • Univest Financial made up 0.13% of FAI Advisors, Inc.'s portfolio in Q3 2026, its #111 holding.
  • FAI Advisors, Inc. first reported a position in Univest Financial in Q3 2025 and has held it in 5 quarters since.
  • 49 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on FAI Advisors, Inc.'s 13F filing for Q3 2026, filed 27 Oct 2026.