Sunbelt Securities’s Univest Financial UVSP Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-2	Closed	-$60	–	2960
2025 Q3	$60	Buy	+2	New	+$61	﹤0.01%	2571

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sunbelt Securities's UVSP Position: Q4 2025 in Review

Sunbelt Securities sold out of Univest Financial (UVSP) in Q4 2025, closing a stake of 2 shares — an estimated $60 sold.

Sunbelt Securities first reported a position in UVSP in Q3 2025 and held it in 1 quarter. The position peaked at $60 in Q3 2025. 198 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

Sunbelt Securities reported no remaining Univest Financial position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 2 Univest Financial shares in Q4 2025, an estimated $60.
Sunbelt Securities first reported a position in Univest Financial in Q3 2025 and held it in 1 quarter.
Sunbelt Securities's Univest Financial position peaked at $60 in Q3 2025.
198 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.