RA
UVSP icon

Royce & Associates’s Univest Financial UVSP Stock Holding History

Royce & Associates’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 		$2.23M Sell
50,865
-3,174
-6% -$124K 0.02% 597
2026
Q1 		$1.85M Sell
54,039
-24,517
-31% -$829K 0.02% 588
2025
Q4 		$2.57M Sell
78,556
-41,802
-35% -$1.31M 0.03% 561
2025
Q3 		$3.61M Sell
120,358
-10,978
-8% -$337K 0.04% 519
2025
Q2 		$3.95M Hold
131,336
– – 0.04% 502
2025
Q1 		$3.72M Sell
131,336
-51,115
-28% -$1.51M 0.04% 488
2024
Q4 		$5.38M Sell
182,451
-61,015
-25% -$1.81M 0.05% 461
2024
Q3 		$6.85M Sell
243,466
-27,258
-10% -$727K 0.06% 414
2024
Q2 		$6.18M Sell
270,724
-6,568
-2% -$139K 0.06% 433
2024
Q1 		$5.77M Buy
277,292
+69,451
+33% +$1.41M 0.05% 462
2023
Q4 		$4.58M Buy
+207,841
New +$3.89M 0.04% 509

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

Royce & Associates's UVSP Position: Q2 2026 in Review

Royce & Associates reduced its Univest Financial (UVSP) stake by 5.9% in Q2 2026, selling an estimated $124K and leaving 50,865 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #597.

Royce & Associates first reported a position in UVSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.85M in Q3 2024. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Royce & Associates held 50,865 shares of Univest Financial worth $2.23M as of Q2 2026.
  • Royce & Associates sold 3,174 Univest Financial shares in Q2 2026, an estimated $124K.
  • Univest Financial made up 0.02% of Royce & Associates's portfolio in Q2 2026, its #597 holding.
  • Royce & Associates first reported a position in Univest Financial in Q4 2023 and has held it in 11 quarters since.
  • Royce & Associates's Univest Financial position peaked at $6.85M in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Royce & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.