State of Tennessee, Department of Treasury
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State of Tennessee, Department of Treasury’s Univest Financial UVSP Stock Holding History

State of Tennessee, Department of Treasury’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
2025
Q4 		– Sell
-4,892
Closed -$147K – 1803
2025
Q3 		$147K Hold
4,892
– – ﹤0.01% 1677
2025
Q2 		$147K Sell
4,892
-3,392
-41% -$98.8K ﹤0.01% 1655
2025
Q1 		$235K Hold
8,284
– – ﹤0.01% 1582
2024
Q4 		$244K Buy
+8,284
New +$246K ﹤0.01% 1593

Other funds holding UVSP

BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State of Tennessee, Department of Treasury's UVSP Position: Q4 2025 in Review

State of Tennessee, Department of Treasury sold out of Univest Financial (UVSP) in Q4 2025, closing a stake of 4,892 shares — an estimated $147K sold.

State of Tennessee, Department of Treasury first reported a position in UVSP in Q4 2024 and held it in 4 quarters. The position peaked at $244K in Q4 2024. 198 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

  • State of Tennessee, Department of Treasury reported no remaining Univest Financial position as of Q4 2025 after selling out during the quarter.
  • State of Tennessee, Department of Treasury sold 4,892 Univest Financial shares in Q4 2025, an estimated $147K.
  • State of Tennessee, Department of Treasury first reported a position in Univest Financial in Q4 2024 and held it in 4 quarters.
  • State of Tennessee, Department of Treasury's Univest Financial position peaked at $244K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on State of Tennessee, Department of Treasury's 13F filing for Q4 2025, filed 18 Feb 2026.