Snowden Capital Advisors’s Univest Financial UVSP Stock Holding History

Snowden Capital Advisors’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 Q1	$214K	Buy	6,246 +110	+2%	+$3.72K	0.01%	1188
2025 Q4	$201K	Buy	+6,136	New	+$192K	0.01%	1220
2023 Q2	–	Sell	-8,636	Closed	-$205K	–	1214
2023 Q1	$205K	Hold	8,636	–	–	0.01%	1075
2022 Q4	$226K	Sell	8,636 -32	-0.4%	-$858	0.01%	1024
2022 Q3	$203K	Hold	8,668	–	–	0.01%	1033
2022 Q2	$220K	Sell	8,668 -35	-0.4%	-$898	0.01%	1007
2022 Q1	$232K	Buy	+8,703	New	+$256K	0.01%	921

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Snowden Capital Advisors's UVSP Position: Q1 2026 in Review

Snowden Capital Advisors increased its Univest Financial (UVSP) stake by 1.8% in Q1 2026, buying an estimated $3.72K and bringing the position to 6,246 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #1188.

Snowden Capital Advisors first reported a position in UVSP in Q1 2022 and has held it in 7 quarters since. The position peaked at $232K in Q1 2022. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Snowden Capital Advisors held 6,246 shares of Univest Financial worth $214K as of Q1 2026.
Snowden Capital Advisors bought 110 Univest Financial shares in Q1 2026, an estimated $3.72K.
Univest Financial made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1188 holding.
Snowden Capital Advisors first reported a position in Univest Financial in Q1 2022 and has held it in 7 quarters since.
Snowden Capital Advisors's Univest Financial position peaked at $232K in Q1 2022.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.