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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Summit Financial's UVSP Position: Q1 2026 in Review

Summit Financial reduced its Univest Financial (UVSP) stake by 5.6% in Q1 2026, selling an estimated $27K and leaving 13,511 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1027.

Summit Financial first reported a position in UVSP in Q3 2025 and has held it in 3 quarters since. The position peaked at $468K in Q4 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Summit Financial held 13,511 shares of Univest Financial worth $463K as of Q1 2026.
  • Summit Financial sold 797 Univest Financial shares in Q1 2026, an estimated $27K.
  • Univest Financial made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1027 holding.
  • Summit Financial first reported a position in Univest Financial in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Univest Financial position peaked at $468K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.