State Street’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32M | Buy |
933,686
+75,378
| +9% | +$2.55M | ﹤0.01% | 1974 |
|
|
2025
Q4 | $28.1M | Sell |
858,308
-30,923
| -3% | -$969K | ﹤0.01% | 2066 |
|
|
2025
Q3 | $26.7M | Buy |
889,231
+16,599
| +2% | +$510K | ﹤0.01% | 2085 |
|
|
2025
Q2 | $26.2M | Buy |
872,632
+21,733
| +3% | +$633K | ﹤0.01% | 2038 |
|
|
2025
Q1 | $24.1M | Sell |
850,899
-108,361
| -11% | -$3.21M | ﹤0.01% | 2023 |
|
|
2024
Q4 | $28.3M | Buy |
959,260
+85,889
| +10% | +$2.55M | ﹤0.01% | 2021 |
|
|
2024
Q3 | $24.6M | Sell |
873,371
-18,070
| -2% | -$482K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $20.4M | Sell |
891,441
-19,764
| -2% | -$418K | ﹤0.01% | 2161 |
|
|
2024
Q1 | $19M | Buy |
911,205
+23,251
| +3% | +$472K | ﹤0.01% | 2225 |
|
|
2023
Q4 | $19.6M | Buy |
887,954
+36,023
| +4% | +$675K | ﹤0.01% | 2226 |
|
|
2023
Q3 | $14.8M | Sell |
851,931
-12,704
| -1% | -$234K | ﹤0.01% | 2356 |
|
|
2023
Q2 | $15.6M | Buy |
864,635
+31,217
| +4% | +$611K | ﹤0.01% | 2391 |
|
|
2023
Q1 | $19.8M | Buy |
833,418
+63,208
| +8% | +$1.67M | ﹤0.01% | 2239 |
|
|
2022
Q4 | $20.1M | Buy |
770,210
+14,424
| +2% | +$387K | ﹤0.01% | 2242 |
|
|
2022
Q3 | $17.7M | Sell |
755,786
-26,830
| -3% | -$678K | ﹤0.01% | 2310 |
|
|
2022
Q2 | $19.9M | Sell |
782,616
-61,539
| -7% | -$1.58M | ﹤0.01% | 2239 |
|
|
2022
Q1 | $22.6M | Buy |
844,155
+46,712
| +6% | +$1.37M | ﹤0.01% | 2310 |
|
|
2021
Q4 | $23.9M | Buy |
797,443
+1,399
| +0.2% | +$40.7K | ﹤0.01% | 2343 |
|
|
2021
Q3 | $21.8M | Sell |
796,044
-65,225
| -8% | -$1.75M | ﹤0.01% | 2418 |
|
|
2021
Q2 | $22.7M | Buy |
861,269
+79,766
| +10% | +$2.24M | ﹤0.01% | 2431 |
|
|
2021
Q1 | $22.3M | Buy |
781,503
+107,819
| +16% | +$2.73M | ﹤0.01% | 2304 |
|
|
2020
Q4 | $13.9M | Buy |
673,684
+5,182
| +0.8% | +$92.9K | ﹤0.01% | 2448 |
|
|
2020
Q3 | $9.75M | Sell |
668,502
-55,421
| -8% | -$862K | ﹤0.01% | 2447 |
|
|
2020
Q2 | $11.8M | Buy |
723,923
+33,339
| +5% | +$535K | ﹤0.01% | 2329 |
|
|
2020
Q1 | $11.4M | Sell |
690,584
-30,360
| -4% | -$695K | ﹤0.01% | 2203 |
|
|
2019
Q4 | $19.5M | Sell |
720,944
-6,802
| -0.9% | -$176K | ﹤0.01% | 2147 |
|
|
2019
Q3 | $18.7M | Buy |
727,746
+10,455
| +1% | +$271K | ﹤0.01% | 2099 |
|
|
2019
Q2 | $19M | Sell |
717,291
-1,112
| -0.2% | -$27.9K | ﹤0.01% | 2143 |
|
|
2019
Q1 | $17.7M | Buy |
718,403
+20,857
| +3% | +$509K | ﹤0.01% | 2119 |
|
|
2018
Q4 | $15.2M | Sell |
697,546
-83,325
| -11% | -$2.03M | ﹤0.01% | 2173 |
|
|
2018
Q3 | $20.7M | Sell |
780,871
-72,334
| -8% | -$2.01M | ﹤0.01% | 2157 |
|
|
2018
Q2 | $23.5M | Sell |
853,205
-47,736
| -5% | -$1.37M | ﹤0.01% | 2026 |
|
|
2018
Q1 | $25M | Buy |
900,941
+188,041
| +26% | +$5.27M | ﹤0.01% | 1902 |
|
|
2017
Q4 | $20M | Buy |
712,900
+195,775
| +38% | +$5.79M | ﹤0.01% | 2043 |
|
|
2017
Q3 | $16.5M | Buy |
517,125
+2,434
| +0.5% | +$72.7K | ﹤0.01% | 2155 |
|
|
2017
Q2 | $15.4M | Buy |
514,691
+18,421
| +4% | +$529K | ﹤0.01% | 2166 |
|
|
2017
Q1 | $12.9M | Sell |
496,270
-67,227
| -12% | -$1.89M | ﹤0.01% | 2232 |
|
|
2016
Q4 | $17.4M | Buy |
563,497
+76,424
| +16% | +$2.04M | ﹤0.01% | 2002 |
|
|
2016
Q3 | $11.4M | Buy |
487,073
+109,233
| +29% | +$2.44M | ﹤0.01% | 2121 |
|
|
2016
Q2 | $7.95M | Buy |
377,840
+10,427
| +3% | +$207K | ﹤0.01% | 2342 |
|
|
2016
Q1 | $7.17M | Buy |
367,413
+54,151
| +17% | +$1.05M | ﹤0.01% | 2364 |
|
|
2015
Q4 | $6.53M | Buy |
313,262
+9,249
| +3% | +$187K | ﹤0.01% | 2408 |
|
|
2015
Q3 | $5.85M | Buy |
304,013
+7,575
| +3% | +$149K | ﹤0.01% | 2440 |
|
|
2015
Q2 | $6.03M | Buy |
296,438
+2,450
| +0.8% | +$48.1K | ﹤0.01% | 2537 |
|
|
2015
Q1 | $5.82M | Buy |
293,988
+9,177
| +3% | +$177K | ﹤0.01% | 2485 |
|
|
2014
Q4 | $5.76M | Buy |
284,811
+3,704
| +1% | +$73.5K | ﹤0.01% | 2498 |
|
|
2014
Q3 | $5.27M | Sell |
281,107
-16,016
| -5% | -$311K | ﹤0.01% | 2519 |
|
|
2014
Q2 | $6.15M | Buy |
297,123
+420
| +0.1% | +$8.39K | ﹤0.01% | 2474 |
|
|
2014
Q1 | $6.09M | Buy |
296,703
+923
| +0.3% | +$17.9K | ﹤0.01% | 2464 |
|
|
2013
Q4 | $6.11M | Sell |
295,780
-7,264
| -2% | -$145K | ﹤0.01% | 2471 |
|
|
2013
Q3 | $5.71M | Buy |
303,044
+6,265
| +2% | +$124K | ﹤0.01% | 2459 |
|
|
2013
Q2 | $5.66M | Buy |
+296,779
| New | +$5.26M | ﹤0.01% | 2398 |
|
Other funds holding UVSP
VCM
UF
State Street's UVSP Position: Q1 2026 in Review
State Street increased its Univest Financial (UVSP) stake by 8.8% in Q1 2026, buying an estimated $2.55M and bringing the position to 933,686 shares worth $32M. The position accounts for ﹤0.01% of the portfolio, ranked #1974.
State Street first reported a position in UVSP in Q2 2013 and has held it in 52 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- State Street held 933,686 shares of Univest Financial worth $32M as of Q1 2026.
- State Street bought 75,378 Univest Financial shares in Q1 2026, an estimated $2.55M.
- Univest Financial made up ﹤0.01% of State Street's portfolio in Q1 2026, its #1974 holding.
- State Street first reported a position in Univest Financial in Q2 2013 and has held it in 52 quarters since.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.