QCG
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Quadrant Capital Group’s Univest Financial UVSP Stock Holding History

Quadrant Capital Group’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 		$359K Sell
8,205
-73
-0.9% -$2.86K 0.01% 1026
2026
Q1 		$284K Hold
8,278
– – 0.01% 1151
2025
Q4 		$271K Sell
8,278
-53
-0.6% -$1.66K 0.01% 1193
2025
Q3 		$250K Hold
8,331
– – 0.01% 1200
2025
Q2 		$250K Sell
8,331
-386
-4% -$11.2K 0.01% 1210
2025
Q1 		$247K Sell
8,717
-14
-0.2% -$414 0.01% 1190
2024
Q4 		$258K Hold
8,731
– – 0.02% 551
2024
Q3 		$246K Hold
8,731
– – 0.02% 595
2024
Q2 		$199K Sell
8,731
-175
-2% -$3.7K 0.01% 645
2024
Q1 		$185K Sell
8,906
-156
-2% -$3.17K 0.01% 671
2023
Q4 		$200K Buy
9,062
+4,108
+83% +$77K 0.02% 599
2023
Q3 		$86.1K Buy
4,954
+1,557
+46% +$28.7K 0.01% 969
2023
Q2 		$61.4K Buy
3,397
+2,713
+397% +$53.1K 0.01% 1150
2023
Q1 		$16.2K Sell
684
-276
-29% -$7.3K ﹤0.01% 1806
2022
Q4 		$25.1K Buy
960
+106
+12% +$2.84K ﹤0.01% 1543
2022
Q3 		$20K Sell
854
-202
-19% -$5.1K ﹤0.01% 1555
2022
Q2 		$27K Sell
1,056
-460
-30% -$11.8K ﹤0.01% 1160
2022
Q1 		$41K Sell
1,516
-687
-31% -$20.2K 0.01% 1010
2021
Q4 		$66K Buy
2,203
+437
+25% +$12.7K 0.01% 812
2021
Q3 		$48K Buy
1,766
+1,101
+166% +$29.5K 0.01% 883
2021
Q2 		$18K Buy
665
+66
+11% +$1.85K ﹤0.01% 1271
2021
Q1 		$17K Buy
599
+43
+8% +$1.09K ﹤0.01% 1264
2020
Q4 		$11K Hold
556
– – ﹤0.01% 1360
2020
Q3 		$8K Buy
556
+255
+85% +$3.96K ﹤0.01% 1342
2020
Q2 		$5K Sell
301
-51
-14% -$818 ﹤0.01% 1686
2020
Q1 		$6K Buy
+352
New +$8.05K ﹤0.01% 1608

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

Quadrant Capital Group's UVSP Position: Q2 2026 in Review

Quadrant Capital Group reduced its Univest Financial (UVSP) stake by 0.88% in Q2 2026, selling an estimated $2.86K and leaving 8,205 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #1026.

Quadrant Capital Group first reported a position in UVSP in Q1 2020 and has held it in 26 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Quadrant Capital Group held 8,205 shares of Univest Financial worth $359K as of Q2 2026.
  • Quadrant Capital Group sold 73 Univest Financial shares in Q2 2026, an estimated $2.86K.
  • Univest Financial made up 0.01% of Quadrant Capital Group's portfolio in Q2 2026, its #1026 holding.
  • Quadrant Capital Group first reported a position in Univest Financial in Q1 2020 and has held it in 26 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

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