Raymond James Financial
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Raymond James Financial’s Univest Financial UVSP Stock Holding History

Raymond James Financial’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 		$3.8M Sell
86,968
-6,296
-7% -$247K ﹤0.01% 2969
2026
Q1 		$3.2M Sell
93,264
-1,655
-2% -$56K ﹤0.01% 2962
2025
Q4 		$3.11M Sell
94,919
-6,572
-6% -$206K ﹤0.01% 2901
2025
Q3 		$3.05M Buy
101,491
+1,821
+2% +$55.9K ﹤0.01% 2840
2025
Q2 		$2.99M Buy
99,670
+19,774
+25% +$576K ﹤0.01% 2760
2025
Q1 		$2.27M Buy
79,896
+2,005
+3% +$59.3K ﹤0.01% 2901
2024
Q4 		$2.3M Buy
+77,891
New +$2.32M ﹤0.01% 2864

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 $3.38T AUM 44.17% 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

Raymond James Financial's UVSP Position: Q2 2026 in Review

Raymond James Financial reduced its Univest Financial (UVSP) stake by 6.8% in Q2 2026, selling an estimated $247K and leaving 86,968 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2969.

Raymond James Financial first reported a position in UVSP in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Raymond James Financial held 86,968 shares of Univest Financial worth $3.8M as of Q2 2026.
  • Raymond James Financial sold 6,296 Univest Financial shares in Q2 2026, an estimated $247K.
  • Univest Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2969 holding.
  • Raymond James Financial first reported a position in Univest Financial in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.