SG Americas Securities’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
Q1 | $3.4M | Buy |
99,155
+77,594
| +360% | +$2.62M | ﹤0.01% | 1176 |
|
|
2025
Q4 | $706K | Sell |
21,561
-914
| -4% | -$28.6K | ﹤0.01% | 2290 |
|
|
2025
Q3 | $675K | Buy |
+22,475
| New | +$690K | ﹤0.01% | 1847 |
|
|
2025
Q2 | – | Sell |
-20,108
| Closed | -$570K | – | 3631 |
|
|
2025
Q1 | $570K | Buy |
20,108
+10,426
| +108% | +$309K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $286K | Sell |
9,682
-580
| -6% | -$17.2K | ﹤0.01% | 1838 |
|
|
2024
Q3 | $289K | Buy |
+10,262
| New | +$274K | ﹤0.01% | 2182 |
|
|
2023
Q1 | – | Sell |
-6,623
| Closed | -$173K | – | 3572 |
|
|
2022
Q4 | $173K | Sell |
6,623
-119
| -2% | -$3.19K | ﹤0.01% | 2303 |
|
|
2022
Q3 | $158K | Sell |
6,742
-1,818
| -21% | -$45.9K | ﹤0.01% | 2521 |
|
|
2022
Q2 | $218K | Buy |
+8,560
| New | +$220K | ﹤0.01% | 2610 |
|
|
2022
Q1 | – | Sell |
-4,364
| Closed | -$131K | – | 3464 |
|
|
2021
Q4 | $131K | Sell |
4,364
-14,316
| -77% | -$416K | ﹤0.01% | 2903 |
|
|
2021
Q3 | $512K | Buy |
+18,680
| New | +$501K | ﹤0.01% | 2481 |
|
|
2021
Q2 | – | Sell |
-4,884
| Closed | -$140K | – | 3263 |
|
|
2021
Q1 | $140K | Sell |
4,884
-3,119
| -39% | -$79.1K | ﹤0.01% | 2897 |
|
|
2020
Q4 | $165K | Buy |
+8,003
| New | +$144K | ﹤0.01% | 2739 |
|
|
2020
Q3 | – | Sell |
-11,409
| Closed | -$184K | – | 3481 |
|
|
2020
Q2 | $184K | Buy |
11,409
+5,185
| +83% | +$83.1K | ﹤0.01% | 2928 |
|
|
2020
Q1 | $102K | Buy |
6,224
+1,940
| +45% | +$44.4K | ﹤0.01% | 2996 |
|
|
2019
Q4 | $115K | Buy |
4,284
+1
| +0% | +$26 | ﹤0.01% | 2874 |
|
|
2019
Q3 | $109K | Buy |
+4,283
| New | +$111K | ﹤0.01% | 2691 |
|
|
2019
Q2 | – | Sell |
-13,008
| Closed | -$318K | – | 3446 |
|
|
2019
Q1 | $318K | Buy |
+13,008
| New | +$318K | ﹤0.01% | 2222 |
|
|
2018
Q3 | – | Sell |
-3,689
| Closed | -$101K | – | 3469 |
|
|
2018
Q2 | $101K | Buy |
+3,689
| New | +$106K | ﹤0.01% | 3075 |
|
|
2017
Q4 | – | Sell |
-3,804
| Closed | -$122K | – | 3653 |
|
|
2017
Q3 | $122K | Buy |
+3,804
| New | +$114K | ﹤0.01% | 3038 |
|
|
2017
Q2 | – | Sell |
-6,971
| Closed | -$181K | – | 3537 |
|
|
2017
Q1 | $181K | Buy |
+6,971
| New | +$195K | ﹤0.01% | 2515 |
|
|
2016
Q4 | – | Sell |
-12,182
| Closed | -$285K | – | 3476 |
|
|
2016
Q3 | $285K | Buy |
+12,182
| New | +$272K | ﹤0.01% | 2202 |
|
Other funds holding UVSP
VCM
SG Americas Securities's UVSP Position: Q1 2026 in Review
SG Americas Securities increased its Univest Financial (UVSP) stake by 360% in Q1 2026, buying an estimated $2.62M and bringing the position to 99,155 shares worth $3.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1176.
SG Americas Securities first reported a position in UVSP in Q3 2016 and has held it in 22 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- SG Americas Securities held 99,155 shares of Univest Financial worth $3.4M as of Q1 2026.
- SG Americas Securities bought 77,594 Univest Financial shares in Q1 2026, an estimated $2.62M.
- Univest Financial made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1176 holding.
- SG Americas Securities first reported a position in Univest Financial in Q3 2016 and has held it in 22 quarters since.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.