Russell Investments Group’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.39M | Buy |
54,539
+29,467
| +118% | +$1.15M | ﹤0.01% | 1978 |
|
|
2026
Q1 | $859K | Buy |
25,072
+141
| +0.6% | +$4.77K | ﹤0.01% | 2287 |
|
|
2025
Q4 | $816K | Buy |
24,931
+2,774
| +13% | +$86.9K | ﹤0.01% | 2316 |
|
|
2025
Q3 | $665K | Buy |
22,157
+20,750
| +1,475% | +$637K | ﹤0.01% | 2359 |
|
|
2025
Q2 | $42.3K | Buy |
+1,407
| New | +$41K | ﹤0.01% | 3022 |
|
|
2024
Q3 | – | Sell |
-191
| Closed | -$4.36K | – | 3800 |
|
|
2024
Q2 | $4.36K | Buy |
+191
| New | +$4.04K | ﹤0.01% | 3243 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$332 | – | 3537 |
|
|
2023
Q1 | $332 | Buy |
+14
| New | +$371 | ﹤0.01% | 3214 |
|
|
2022
Q4 | – | Sell |
-11,292
| Closed | -$264K | – | 2967 |
|
|
2022
Q3 | $264K | Sell |
11,292
-34,793
| -75% | -$879K | ﹤0.01% | 2470 |
|
|
2022
Q2 | $1.17M | Buy |
46,085
+13,339
| +41% | +$342K | ﹤0.01% | 1883 |
|
|
2022
Q1 | $874K | Sell |
32,746
-2,193
| -6% | -$64.4K | ﹤0.01% | 2017 |
|
|
2021
Q4 | $1.04M | Buy |
+34,939
| New | +$1.02M | ﹤0.01% | 2124 |
|
|
2021
Q3 | – | Sell |
-4,826
| Closed | -$127K | – | 3224 |
|
|
2021
Q2 | $127K | Hold |
4,826
| – | – | ﹤0.01% | 3016 |
|
|
2021
Q1 | $137K | Buy |
+4,826
| New | +$122K | ﹤0.01% | 2919 |
|
|
2020
Q4 | – | Sell |
-12,768
| Closed | -$183K | – | 3196 |
|
|
2020
Q3 | $183K | Sell |
12,768
-1,805
| -12% | -$28.1K | ﹤0.01% | 2803 |
|
|
2020
Q2 | $228K | Sell |
14,573
-9,710
| -40% | -$156K | ﹤0.01% | 2677 |
|
|
2020
Q1 | $392K | Buy |
24,283
+13,394
| +123% | +$306K | ﹤0.01% | 2288 |
|
|
2019
Q4 | $291K | Buy |
10,889
+1,700
| +19% | +$44K | ﹤0.01% | 2592 |
|
|
2019
Q3 | $234K | Buy |
9,189
+3,070
| +50% | +$79.4K | ﹤0.01% | 2541 |
|
|
2019
Q2 | $158K | Sell |
6,119
-22,844
| -79% | -$573K | ﹤0.01% | 2557 |
|
|
2019
Q1 | $708K | Sell |
28,963
-252
| -0.9% | -$6.15K | ﹤0.01% | 2219 |
|
|
2018
Q4 | $630K | Buy |
29,215
+26,515
| +982% | +$645K | ﹤0.01% | 2213 |
|
|
2018
Q3 | $71K | Buy |
+2,700
| New | +$75.1K | ﹤0.01% | 2800 |
|
|
2017
Q4 | – | Sell |
-22,838
| Closed | -$731K | – | 3011 |
|
|
2017
Q3 | $731K | Sell |
22,838
-1,796
| -7% | -$53.6K | ﹤0.01% | 2290 |
|
|
2017
Q2 | $738K | Buy |
24,634
+4,484
| +22% | +$129K | ﹤0.01% | 2266 |
|
|
2017
Q1 | $522K | Sell |
20,150
-37,095
| -65% | -$1.04M | ﹤0.01% | 2406 |
|
|
2016
Q4 | $1.79M | Buy |
+57,245
| New | +$1.53M | ﹤0.01% | 1866 |
|
Other funds holding UVSP
UF
LI
CCIA
Russell Investments Group's UVSP Position: Q2 2026 in Review
Russell Investments Group increased its Univest Financial (UVSP) stake by 118% in Q2 2026, buying an estimated $1.15M and bringing the position to 54,539 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1978.
Russell Investments Group first reported a position in UVSP in Q4 2016 and has held it in 26 quarters since. 99 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.
- Russell Investments Group held 54,539 shares of Univest Financial worth $2.39M as of Q2 2026.
- Russell Investments Group bought 29,467 Univest Financial shares in Q2 2026, an estimated $1.15M.
- Univest Financial made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #1978 holding.
- Russell Investments Group first reported a position in Univest Financial in Q4 2016 and has held it in 26 quarters since.
- 99 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.
Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.