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Summit Financial’s Univest Financial UVSP Stock Holding History

Summit Financial’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 		$594K Buy
13,570
+59
+0.4% +$2.31K 0.01% 1030
2026
Q1 		$463K Sell
13,511
-797
-6% -$27K 0.01% 1027
2025
Q4 		$468K Buy
14,308
+117
+0.8% +$3.67K 0.01% 909
2025
Q3 		$426K Buy
+14,191
New +$436K 0.01% 935

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Summit Financial's UVSP Position: Q2 2026 in Review

Summit Financial increased its Univest Financial (UVSP) stake by 0.44% in Q2 2026, buying an estimated $2.31K and bringing the position to 13,570 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #1030.

Summit Financial first reported a position in UVSP in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Summit Financial held 13,570 shares of Univest Financial worth $594K as of Q2 2026.
  • Summit Financial bought 59 Univest Financial shares in Q2 2026, an estimated $2.31K.
  • Univest Financial made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1030 holding.
  • Summit Financial first reported a position in Univest Financial in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.