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SBI Securities’s Univest Financial UVSP Stock Holding History

SBI Securities’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 		$219 Hold
5
– – ﹤0.01% 3298
2026
Q1 		$171 Hold
5
– – ﹤0.01% 3275
2025
Q4 		$164 Hold
5
– – ﹤0.01% 3273
2025
Q3 		$150 Hold
5
– – ﹤0.01% 3405
2025
Q2 		$150 Hold
5
– – ﹤0.01% 3406
2025
Q1 		$142 Hold
5
– – ﹤0.01% 3328
2024
Q4 		$148 Buy
+5
New +$149 ﹤0.01% 3342

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

SBI Securities's UVSP Position: Q2 2026 in Review

SBI Securities held its Univest Financial (UVSP) position steady in Q2 2026 at 5 shares worth $219. The position accounts for ﹤0.01% of the portfolio, ranked #3298.

SBI Securities first reported a position in UVSP in Q4 2024 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • SBI Securities held 5 shares of Univest Financial worth $219 as of Q2 2026.
  • SBI Securities left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3298 holding.
  • SBI Securities first reported a position in Univest Financial in Q4 2024 and has held it in 7 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.