Rafferty Asset Management
UVSP icon

Rafferty Asset Management’s Univest Financial UVSP Stock Holding History

Rafferty Asset 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
Q2 		$617K Sell
14,109
-3,062
-18% -$120K ﹤0.01% 859
2026
Q1 		$588K Buy
17,171
+3,688
+27% +$125K ﹤0.01% 865
2025
Q4 		$441K Sell
13,483
-6,516
-33% -$204K ﹤0.01% 931
2025
Q3 		$600K Buy
19,999
+1,207
+6% +$37.1K ﹤0.01% 875
2025
Q2 		$565K Buy
18,792
+2,608
+16% +$75.9K ﹤0.01% 863
2025
Q1 		$459K Sell
16,184
-4,717
-23% -$140K ﹤0.01% 883
2024
Q4 		$617K Buy
20,901
+1,680
+9% +$49.9K ﹤0.01% 874
2024
Q3 		$541K Sell
19,221
-7,438
-28% -$198K ﹤0.01% 916
2024
Q2 		$609K Sell
26,659
-87
-0.3% -$1.84K ﹤0.01% 909
2024
Q1 		$557K Buy
26,746
+1,287
+5% +$26.1K ﹤0.01% 942
2023
Q4 		$561K Buy
25,459
+7,707
+43% +$144K ﹤0.01% 963
2023
Q3 		$309K Sell
17,752
-3,725
-17% -$68.6K ﹤0.01% 1016
2023
Q2 		$388K Buy
21,477
+10,012
+87% +$196K ﹤0.01% 1015
2023
Q1 		$272K Buy
+11,465
New +$303K ﹤0.01% 1059
2022
Q2 		– Sell
-9,547
Closed -$255K – 1230
2022
Q1 		$255K Buy
9,547
+600
+7% +$17.6K ﹤0.01% 1121
2021
Q4 		$268K Sell
8,947
-326
-4% -$9.48K ﹤0.01% 1167
2021
Q3 		$254K Sell
9,273
-6,441
-41% -$173K ﹤0.01% 1156
2021
Q2 		$414K Buy
15,714
+2,453
+18% +$68.9K ﹤0.01% 1108
2021
Q1 		$379K Buy
+13,261
New +$336K ﹤0.01% 1029

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

Rafferty Asset Management's UVSP Position: Q2 2026 in Review

Rafferty Asset Management reduced its Univest Financial (UVSP) stake by 18% in Q2 2026, selling an estimated $120K and leaving 14,109 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Rafferty Asset Management first reported a position in UVSP in Q1 2021 and has held it in 19 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Rafferty Asset Management held 14,109 shares of Univest Financial worth $617K as of Q2 2026.
  • Rafferty Asset Management sold 3,062 Univest Financial shares in Q2 2026, an estimated $120K.
  • Univest Financial made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #859 holding.
  • Rafferty Asset Management first reported a position in Univest Financial in Q1 2021 and has held it in 19 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.