QT
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Quantbot Technologies’s Univest Financial UVSP Stock Holding History

Quantbot Technologies’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 		$268K Buy
7,829
+2,382
+44% +$80.6K 0.01% 1088
2025
Q4 		$178K Buy
5,447
+5,160
+1,798% +$162K 0.01% 1269
2025
Q3 		$8.62K Buy
+287
New +$8.81K ﹤0.01% 1636
2023
Q4 		– Sell
-2,000
Closed -$34.8K – 2027
2023
Q3 		$34.8K Buy
2,000
+1,823
+1,030% +$33.6K ﹤0.01% 1297
2023
Q2 		$3.2K Buy
+177
New +$3.47K ﹤0.01% 1500
2023
Q1 		– Sell
-34
Closed -$888 – 2100
2022
Q4 		$888 Sell
34
-1,766
-98% -$47.4K ﹤0.01% 1594
2022
Q3 		$42K Buy
+1,800
New +$45.5K ﹤0.01% 1276
2022
Q2 		– Sell
-500
Closed -$13K – 2158
2022
Q1 		$13K Buy
+500
New +$14.7K ﹤0.01% 1433

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
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

Quantbot Technologies's UVSP Position: Q1 2026 in Review

Quantbot Technologies increased its Univest Financial (UVSP) stake by 44% in Q1 2026, buying an estimated $80.6K and bringing the position to 7,829 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1088.

Quantbot Technologies first reported a position in UVSP in Q1 2022 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Quantbot Technologies held 7,829 shares of Univest Financial worth $268K as of Q1 2026.
  • Quantbot Technologies bought 2,382 Univest Financial shares in Q1 2026, an estimated $80.6K.
  • Univest Financial made up 0.01% of Quantbot Technologies's portfolio in Q1 2026, its #1088 holding.
  • Quantbot Technologies first reported a position in Univest Financial in Q1 2022 and has held it in 8 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.