RP
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Richard Pzena’s Univest Financial UVSP Stock Holding History

Richard Pzena’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 		$36.5M Sell
834,628
-7,797
-0.9% -$305K 0.11% 106
2026
Q1 		$28.9M Sell
842,425
-13,810
-2% -$467K 0.09% 112
2025
Q4 		$28M Sell
856,235
-34,667
-4% -$1.09M 0.08% 109
2025
Q3 		$26.7M Buy
890,902
+2,693
+0.3% +$82.7K 0.09% 111
2025
Q2 		$26.7M Sell
888,209
-254,932
-22% -$7.42M 0.09% 113
2025
Q1 		$32.4M Sell
1,143,141
-5,976
-0.5% -$177K 0.11% 101
2024
Q4 		$33.9M Sell
1,149,117
-40,631
-3% -$1.21M 0.12% 99
2024
Q3 		$33.5M Sell
1,189,748
-78,502
-6% -$2.09M 0.11% 103
2024
Q2 		$29M Sell
1,268,250
-50,641
-4% -$1.07M 0.1% 106
2024
Q1 		$27.5M Sell
1,318,891
-140,030
-10% -$2.84M 0.09% 110
2023
Q4 		$32.1M Sell
1,458,921
-77,202
-5% -$1.45M 0.12% 101
2023
Q3 		$26.7M Sell
1,536,123
-1,644
-0.1% -$30.3K 0.11% 107
2023
Q2 		$27.8M Sell
1,537,767
-23,479
-2% -$460K 0.12% 106
2023
Q1 		$37.1M Sell
1,561,246
-80,216
-5% -$2.12M 0.16% 100
2022
Q4 		$42.9M Sell
1,641,462
-55,536
-3% -$1.49M 0.19% 91
2022
Q3 		$39.8M Sell
1,696,998
-14,043
-0.8% -$355K 0.2% 84
2022
Q2 		$43.5M Sell
1,711,041
-20,079
-1% -$515K 0.2% 88
2022
Q1 		$46.3M Buy
1,731,120
+9,522
+0.6% +$280K 0.18% 93
2021
Q4 		$51.5M Buy
1,721,598
+11,129
+0.7% +$324K 0.19% 87
2021
Q3 		$46.9M Sell
1,710,469
-5,138
-0.3% -$138K 0.19% 92
2021
Q2 		$45.2M Sell
1,715,607
-206,589
-11% -$5.8M 0.18% 88
2021
Q1 		$55M Buy
1,922,196
+8,662
+0.5% +$220K 0.22% 81
2020
Q4 		$39.4M Buy
1,913,534
+117,376
+7% +$2.1M 0.19% 89
2020
Q3 		$25.8M Buy
1,796,158
+159,544
+10% +$2.48M 0.16% 93
2020
Q2 		$26.4M Buy
1,636,614
+165,812
+11% +$2.66M 0.17% 88
2020
Q1 		$24M Buy
+1,470,802
New +$33.7M 0.18% 89

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
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
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Richard Pzena's UVSP Position: Q2 2026 in Review

Richard Pzena reduced its Univest Financial (UVSP) stake by 0.93% in Q2 2026, selling an estimated $305K and leaving 834,628 shares worth $36.5M. The position accounts for 0.11% of the portfolio, ranked #106.

Richard Pzena first reported a position in UVSP in Q1 2020 and has held it in 26 quarters since. The position peaked at $55M in Q1 2021. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Richard Pzena held 834,628 shares of Univest Financial worth $36.5M as of Q2 2026.
  • Richard Pzena sold 7,797 Univest Financial shares in Q2 2026, an estimated $305K.
  • Univest Financial made up 0.11% of Richard Pzena's portfolio in Q2 2026, its #106 holding.
  • Richard Pzena first reported a position in Univest Financial in Q1 2020 and has held it in 26 quarters since.
  • Richard Pzena's Univest Financial position peaked at $55M in Q1 2021.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.