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State of Alaska Department of Revenue’s Univest Financial UVSP Stock Holding History

State of Alaska Department of Revenue’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 		$50K Hold
1,157
– – ﹤0.01% 1927
2026
Q1 		$39K Hold
1,157
– – ﹤0.01% 1955
2025
Q4 		$37K Hold
1,157
– – ﹤0.01% 1976
2025
Q3 		$34K Buy
+1,157
New +$35.5K ﹤0.01% 1864

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
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
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State of Alaska Department of Revenue's UVSP Position: Q2 2026 in Review

State of Alaska Department of Revenue held its Univest Financial (UVSP) position steady in Q2 2026 at 1,157 shares worth $50K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

State of Alaska Department of Revenue first reported a position in UVSP in Q3 2025 and has held it in 4 quarters since. 148 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • State of Alaska Department of Revenue held 1,157 shares of Univest Financial worth $50K as of Q2 2026.
  • State of Alaska Department of Revenue left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #1927 holding.
  • State of Alaska Department of Revenue first reported a position in Univest Financial in Q3 2025 and has held it in 4 quarters since.
  • 148 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.