Squarepoint’s Univest Financial UVSP Stock Holding History

Squarepoint’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	$956K	Buy	+23,326	New	+$1M	﹤0.01%	2820
2026 Q1	–	Sell	-17,106	Closed	-$560K	–	5020
2025 Q4	$560K	Buy	+17,106	New	+$536K	﹤0.01%	3116
2025 Q3	–	Sell	-10,444	Closed	-$314K	–	5036
2025 Q2	$314K	Buy	10,444 +2,120	+25%	+$61.7K	﹤0.01%	3647
2025 Q1	$236K	Buy	+8,324	New	+$246K	﹤0.01%	3906
2023 Q3	–	Sell	-12,230	Closed	-$221K	–	4277
2023 Q2	$221K	Buy	+12,230	New	+$240K	﹤0.01%	3154
2023 Q1	–	Sell	-8,436	Closed	-$220K	–	3852
2022 Q4	$220K	Buy	+8,436	New	+$226K	﹤0.01%	2733
2021 Q3	–	Sell	-10,211	Closed	-$269K	–	3454
2021 Q2	$269K	Buy	+10,211	New	+$287K	﹤0.01%	2611
2020 Q1	–	Sell	-33,734	Closed	-$903K	–	2549
2019 Q4	$903K	Sell	33,734 -6,876	-17%	-$178K	0.01%	1391
2019 Q3	$1.04M	Sell	40,610 -4,790	-11%	-$124K	0.01%	1215
2019 Q2	$1.19M	Buy	45,400 +19,605	+76%	+$492K	0.01%	1154
2019 Q1	$631K	Sell	25,795 -2,481	-9%	-$60.6K	0.01%	1364
2018 Q4	$610K	Buy	28,276 +13,273	+88%	+$323K	0.01%	1152
2018 Q3	$397K	Buy	15,003 +5,422	+57%	+$151K	﹤0.01%	1409
2018 Q2	$263K	Buy	+9,581	New	+$275K	﹤0.01%	1441
2018 Q1	–	Sell	-9,331	Closed	-$262K	–	2169
2017 Q4	$262K	Buy	+9,331	New	+$276K	﹤0.01%	1615
2017 Q1	–	Sell	-7,297	Closed	-$225K	–	1927
2016 Q4	$225K	Buy	+7,297	New	+$195K	0.01%	1350

Other funds holding UVSP

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.13B AUM 27.44% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Squarepoint's UVSP Position: Q3 2026 in Review

Squarepoint opened a new position in Univest Financial (UVSP) in Q3 2026: 23,326 shares worth $956K. The stake represents ﹤0.01% of the portfolio and ranks #2820 among its holdings. This is a return to the name: Squarepoint previously reported a position in UVSP as recently as Q4 2025.

Squarepoint first reported a position in UVSP in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2019. 151 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Squarepoint held 23,326 shares of Univest Financial worth $956K as of Q3 2026.
Univest Financial was a new Squarepoint position in Q3 2026.
Univest Financial made up ﹤0.01% of Squarepoint's portfolio in Q3 2026, its #2820 holding.
Squarepoint first reported a position in Univest Financial in Q4 2016 and has held it in 16 quarters since.
Squarepoint's Univest Financial position peaked at $1.19M in Q2 2019.
151 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Squarepoint's 13F filing for Q3 2026, filed 9 Nov 2026.