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Stonebridge Financial Group (Pennsylvania)’s Univest Financial UVSP Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-500
Closed -$14.2K – 903
2025
Q1 		$14.2K Hold
500
– – ﹤0.01% 544
2024
Q4 		$14.8K Buy
+500
New +$14.9K ﹤0.01% 539

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s UVSP Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Univest Financial (UVSP) in Q2 2025, closing a stake of 500 shares — an estimated $14.2K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in UVSP in Q4 2024 and held it in 2 quarters. The position peaked at $14.8K in Q4 2024. 182 funds tracked by Wall St. Rank hold UVSP as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Univest Financial position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 500 Univest Financial shares in Q2 2025, an estimated $14.2K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Univest Financial in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Univest Financial position peaked at $14.8K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Univest Financial as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.