SignatureFD
UVSP icon

SignatureFD’s Univest Financial UVSP Stock Holding History

SignatureFD’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 		$129K Buy
3,150
+56
+2% +$2.41K ﹤0.01% 1410
2026
Q2 		$135K Buy
3,094
+228
+8% +$8.93K ﹤0.01% 1286
2026
Q1 		$98.2K Buy
2,866
+39
+1% +$1.32K ﹤0.01% 1357
2025
Q4 		$92.6K Sell
2,827
-73
-3% -$2.29K ﹤0.01% 1355
2025
Q3 		$87.1K Sell
2,900
-8
-0.3% -$246 ﹤0.01% 1364
2025
Q2 		$87.4K Sell
2,908
-102
-3% -$2.97K ﹤0.01% 1300
2025
Q1 		$85.4K Sell
3,010
-69
-2% -$2.04K ﹤0.01% 1296
2024
Q4 		$90.9K Buy
3,079
+76
+3% +$2.26K ﹤0.01% 1282
2024
Q3 		$84.5K Buy
3,003
+80
+3% +$2.13K ﹤0.01% 1306
2024
Q2 		$66.7K Sell
2,923
-37
-1% -$782 ﹤0.01% 1368
2024
Q1 		$61.6K Buy
2,960
+107
+4% +$2.17K ﹤0.01% 1433
2023
Q4 		$62.9K Buy
2,853
+1,941
+213% +$36.4K ﹤0.01% 1356
2023
Q3 		$15.9K Sell
912
-677
-43% -$12.5K ﹤0.01% 1973
2023
Q2 		$28.7K Buy
1,589
+932
+142% +$18.3K ﹤0.01% 1701
2023
Q1 		$15.6K Sell
657
-138
-17% -$3.65K ﹤0.01% 2005
2022
Q4 		$20.8K Buy
795
+23
+3% +$617 ﹤0.01% 1788
2022
Q3 		$18K Sell
772
-67
-8% -$1.69K ﹤0.01% 1807
2022
Q2 		$21K Buy
839
+174
+26% +$4.46K ﹤0.01% 1760
2022
Q1 		$18K Buy
665
+192
+41% +$5.64K ﹤0.01% 1905
2021
Q4 		$14K Hold
473
– – ﹤0.01% 1958
2021
Q3 		$13K Buy
473
+62
+15% +$1.66K ﹤0.01% 1956
2021
Q2 		$11K Hold
411
– – ﹤0.01% 1957
2021
Q1 		$12K Buy
411
+46
+13% +$1.17K ﹤0.01% 1789
2020
Q4 		$8K Sell
365
-347
-49% -$6.22K ﹤0.01% 1806
2020
Q3 		$10K Sell
712
-435
-38% -$6.76K ﹤0.01% 1647
2020
Q2 		$19K Buy
1,147
+896
+357% +$14.4K ﹤0.01% 1353
2020
Q1 		$4K Buy
+251
New +$5.74K ﹤0.01% 1765

Other funds holding UVSP

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Univest Financial
Univest Financial Souderton, Pennsylvania $2.13B AUM 27.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

SignatureFD's UVSP Position: Q3 2026 in Review

SignatureFD increased its Univest Financial (UVSP) stake by 1.8% in Q3 2026, buying an estimated $2.41K and bringing the position to 3,150 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

SignatureFD first reported a position in UVSP in Q1 2020 and has held it in 27 quarters since. The position peaked at $135K in Q2 2026. 122 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • SignatureFD held 3,150 shares of Univest Financial worth $129K as of Q3 2026.
  • SignatureFD bought 56 Univest Financial shares in Q3 2026, an estimated $2.41K.
  • Univest Financial made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1410 holding.
  • SignatureFD first reported a position in Univest Financial in Q1 2020 and has held it in 27 quarters since.
  • SignatureFD's Univest Financial position peaked at $135K in Q2 2026.
  • 122 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.