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 Q2	$269K	Sell	6,145 -101	-2%	-$3.96K	0.01%	1125
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Snowden Capital Advisors's UVSP Position: Q2 2026 in Review

Snowden Capital Advisors reduced its Univest Financial (UVSP) stake by 1.6% in Q2 2026, selling an estimated $3.96K and leaving 6,145 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1125.

Snowden Capital Advisors first reported a position in UVSP in Q1 2022 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Snowden Capital Advisors held 6,145 shares of Univest Financial worth $269K as of Q2 2026.
Snowden Capital Advisors sold 101 Univest Financial shares in Q2 2026, an estimated $3.96K.
Univest Financial made up 0.01% of Snowden Capital Advisors's portfolio in Q2 2026, its #1125 holding.
Snowden Capital Advisors first reported a position in Univest Financial in Q1 2022 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.