Sterling Capital Management’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
Q2
$463K Sell
10,577
-364
-3% -$14.3K 0.01% 836
2026
Q1
$375K Sell
10,941
-6,486
-37% -$219K 0.01% 903
2025
Q4
$571K Sell
17,427
-342
-2% -$10.7K 0.01% 878
2025
Q3
$533K Buy
17,769
+1,214
+7% +$37.3K 0.01% 903
2025
Q2
$497K Buy
16,555
+276
+2% +$8.04K 0.01% 920
2025
Q1
$462K Sell
16,279
-1,937
-11% -$57.3K 0.01% 873
2024
Q4
$538K Buy
18,216
+826
+5% +$24.6K 0.01% 865
2024
Q3
$489K Buy
+17,390
New +$464K 0.01% 866
2016
Q4
Sell
-31,372
Closed -$733K 1023
2016
Q3
$733K Buy
+31,372
New +$700K 0.01% 613

Other funds holding UVSP

Sterling Capital Management's UVSP Position: Q2 2026 in Review

Sterling Capital Management reduced its Univest Financial (UVSP) stake by 3.3% in Q2 2026, selling an estimated $14.3K and leaving 10,577 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #836.

Sterling Capital Management first reported a position in UVSP in Q3 2016 and has held it in 9 quarters since. The position peaked at $733K in Q3 2016. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Sterling Capital Management held 10,577 shares of Univest Financial worth $463K as of Q2 2026.
  • Sterling Capital Management sold 364 Univest Financial shares in Q2 2026, an estimated $14.3K.
  • Univest Financial made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #836 holding.
  • Sterling Capital Management first reported a position in Univest Financial in Q3 2016 and has held it in 9 quarters since.
  • Sterling Capital Management's Univest Financial position peaked at $733K in Q3 2016.
  • 223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.