SBI Securities
UVSP icon

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
Q3 		$205 Hold
5
– – ﹤0.01% 3409
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

Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IVC Wealth Advisors
IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

SBI Securities's UVSP Position: Q3 2026 in Review

SBI Securities held its Univest Financial (UVSP) position steady in Q3 2026 at 5 shares worth $205. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

SBI Securities first reported a position in UVSP in Q4 2024 and has held it in 8 quarters since. The position peaked at $219 in Q2 2026. 39 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • SBI Securities held 5 shares of Univest Financial worth $205 as of Q3 2026.
  • SBI Securities left its Univest Financial share count unchanged in Q3 2026.
  • Univest Financial made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3409 holding.
  • SBI Securities first reported a position in Univest Financial in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Univest Financial position peaked at $219 in Q2 2026.
  • 39 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.