Simplex Trading
UVSP icon

Simplex Trading’s Univest Financial UVSP Stock Holding History

Simplex Trading’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 		– Sell
-500
Closed -$17.1K – 10386
2026
Q1 		$17.1K Buy
+500
New +$16.9K ﹤0.01% 6894
2020
Q3 		– Sell
-201
Closed -$324K – 8579
2020
Q2 		$324K Buy
+201
New +$3.22K ﹤0.01% 3438
2019
Q4 		– Sell
-1
Closed -$2K – 8015
2019
Q3 		$2K Hold
1
– – ﹤0.01% 6963
2019
Q2 		$2K Buy
+1
New +$25 ﹤0.01% 6783

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

Simplex Trading's UVSP Position: Q2 2026 in Review

Simplex Trading opened a new position in Univest Financial (UVSP) in Q2 2026: 70 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #8447 among its holdings. This is a return to the name: Simplex Trading previously reported a position in UVSP as recently as Q4 2024.

Simplex Trading first reported a position in UVSP in Q1 2024 and has held it in 5 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Simplex Trading held 70 shares of Univest Financial worth $3.06K as of Q2 2026.
  • Univest Financial was a new Simplex Trading position in Q2 2026.
  • Univest Financial made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8447 holding.
  • Simplex Trading first reported a position in Univest Financial in Q1 2024 and has held it in 5 quarters since.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.