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TFC Financial Management’s Univest Financial UVSP Stock Holding History

TFC Financial Management’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 		$44 Hold
1
– – ﹤0.01% 996
2026
Q1 		$35 Hold
1
– – ﹤0.01% 973
2025
Q4 		$33 Hold
1
– – ﹤0.01% 951
2025
Q3 		$31 Hold
1
– – ﹤0.01% 980
2025
Q2 		$31 Hold
1
– – ﹤0.01% 962
2025
Q1 		$29 Hold
1
– – ﹤0.01% 929
2024
Q4 		$30 Hold
1
– – ﹤0.01% 939
2024
Q3 		$29 Hold
1
– – ﹤0.01% 968
2024
Q2 		$23 Buy
+1
New +$21 ﹤0.01% 950

Other funds holding UVSP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

TFC Financial Management's UVSP Position: Q2 2026 in Review

TFC Financial Management held its Univest Financial (UVSP) position steady in Q2 2026 at 1 share worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #996.

TFC Financial Management first reported a position in UVSP in Q2 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • TFC Financial Management held 1 share of Univest Financial worth $44 as of Q2 2026.
  • TFC Financial Management left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #996 holding.
  • TFC Financial Management first reported a position in Univest Financial in Q2 2024 and has held it in 9 quarters since.
  • 57 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.