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SJS Investment Consulting’s Univest Financial UVSP Stock Holding History

SJS Investment Consulting’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 		$1.09K Buy
25
+6
+32% +$235 ﹤0.01% 1999
2026
Q1 		$651 Buy
19
+13
+217% +$440 ﹤0.01% 1627
2025
Q4 		$197 Buy
+6
New +$188 ﹤0.01% 1814

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 $3.38T AUM 44.17% 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

SJS Investment Consulting's UVSP Position: Q2 2026 in Review

SJS Investment Consulting increased its Univest Financial (UVSP) stake by 32% in Q2 2026, buying an estimated $235 and bringing the position to 25 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

SJS Investment Consulting first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • SJS Investment Consulting held 25 shares of Univest Financial worth $1.09K as of Q2 2026.
  • SJS Investment Consulting bought 6 Univest Financial shares in Q2 2026, an estimated $235.
  • Univest Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1999 holding.
  • SJS Investment Consulting first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.