Tower Research Capital (TRC)’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.4K | Sell |
1,472
-396
| -21% | -$13.4K | ﹤0.01% | 2731 |
|
|
2025
Q4 | $61.2K | Buy |
1,868
+987
| +112% | +$30.9K | ﹤0.01% | 2280 |
|
|
2025
Q3 | $26.4K | Sell |
881
-2,344
| -73% | -$72K | ﹤0.01% | 3057 |
|
|
2025
Q2 | $96.9K | Buy |
3,225
+1,324
| +70% | +$38.5K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $53.9K | Buy |
1,901
+898
| +90% | +$26.6K | ﹤0.01% | 2180 |
|
|
2024
Q4 | $29.6K | Buy |
1,003
+619
| +161% | +$18.4K | ﹤0.01% | 2911 |
|
|
2024
Q3 | $10.8K | Sell |
384
-7,917
| -95% | -$211K | ﹤0.01% | 3720 |
|
|
2024
Q2 | $190K | Buy |
+8,301
| New | +$175K | ﹤0.01% | 2114 |
|
|
2024
Q1 | – | Sell |
-8,541
| Closed | -$188K | – | 6171 |
|
|
2023
Q4 | $188K | Buy |
8,541
+7,112
| +498% | +$133K | ﹤0.01% | 2155 |
|
|
2023
Q3 | $24.8K | Buy |
1,429
+600
| +72% | +$11K | ﹤0.01% | 3178 |
|
|
2023
Q2 | $15K | Buy |
829
+26
| +3% | +$509 | ﹤0.01% | 3657 |
|
|
2023
Q1 | $19K | Sell |
803
-1,138
| -59% | -$30.1K | ﹤0.01% | 3515 |
|
|
2022
Q4 | $51K | Sell |
1,941
-10,555
| -84% | -$283K | ﹤0.01% | 2339 |
|
|
2022
Q3 | $293K | Buy |
12,496
+11,339
| +980% | +$286K | ﹤0.01% | 1571 |
|
|
2022
Q2 | $29K | Buy |
1,157
+749
| +184% | +$19.2K | ﹤0.01% | 3422 |
|
|
2022
Q1 | $11K | Sell |
408
-180
| -31% | -$5.29K | ﹤0.01% | 4222 |
|
|
2021
Q4 | $17K | Sell |
588
-381
| -39% | -$11.1K | ﹤0.01% | 3870 |
|
|
2021
Q3 | $27K | Sell |
969
-912
| -48% | -$24.5K | ﹤0.01% | 3468 |
|
|
2021
Q2 | $50K | Buy |
1,881
+684
| +57% | +$19.2K | ﹤0.01% | 3029 |
|
|
2021
Q1 | $34K | Sell |
1,197
-703
| -37% | -$17.8K | ﹤0.01% | 3465 |
|
|
2020
Q4 | $40K | Sell |
1,900
-6,833
| -78% | -$123K | ﹤0.01% | 3329 |
|
|
2020
Q3 | $125K | Buy |
8,733
+5,056
| +138% | +$78.6K | ﹤0.01% | 2967 |
|
|
2020
Q2 | $60K | Buy |
+3,677
| New | +$59K | ﹤0.01% | 2910 |
|
|
2019
Q3 | – | Sell |
-13
| Closed | – | – | 4531 |
|
|
2019
Q2 | $0 | Sell |
13
-649
| -98% | -$16.3K | ﹤0.01% | 4333 |
|
|
2019
Q1 | $16K | Sell |
662
-914
| -58% | -$22.3K | ﹤0.01% | 2413 |
|
|
2018
Q4 | $34K | Buy |
+1,576
| New | +$38.3K | ﹤0.01% | 1555 |
|
|
2018
Q1 | – | Sell |
-1,119
| Closed | -$31K | – | 3864 |
|
|
2017
Q4 | $31K | Sell |
1,119
-1,886
| -63% | -$55.8K | ﹤0.01% | 1721 |
|
|
2017
Q3 | $96K | Buy |
+3,005
| New | +$89.7K | 0.01% | 1407 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$1K | – | 3488 |
|
|
2017
Q1 | $1K | Sell |
21
-438
| -95% | -$12.3K | ﹤0.01% | 2859 |
|
|
2016
Q4 | $14K | Sell |
459
-1,273
| -73% | -$33.9K | ﹤0.01% | 2435 |
|
|
2016
Q3 | $40K | Buy |
+1,732
| New | +$38.6K | ﹤0.01% | 1258 |
|
|
2016
Q1 | – | Sell |
-617
| Closed | -$13K | – | 4977 |
|
|
2015
Q4 | $13K | Sell |
617
-2,611
| -81% | -$52.8K | ﹤0.01% | 1813 |
|
|
2015
Q3 | $62K | Buy |
3,228
+214
| +7% | +$4.21K | 0.01% | 873 |
|
|
2015
Q2 | $62K | Buy |
3,014
+2,968
| +6,452% | +$58.3K | 0.01% | 1198 |
|
|
2015
Q1 | $1K | Sell |
46
-1,903
| -98% | -$36.6K | ﹤0.01% | 4145 |
|
|
2014
Q4 | $40K | Sell |
1,949
-2,269
| -54% | -$45K | ﹤0.01% | 1163 |
|
|
2014
Q3 | $79K | Buy |
+4,218
| New | +$82K | 0.01% | 1153 |
|
|
2013
Q4 | – | Sell |
-3,629
| Closed | -$69K | – | 4942 |
|
|
2013
Q3 | $69K | Buy |
+3,629
| New | +$71.8K | 0.01% | 1635 |
|
Other funds holding UVSP
VCM
Tower Research Capital (TRC)'s UVSP Position: Q1 2026 in Review
Tower Research Capital (TRC) reduced its Univest Financial (UVSP) stake by 21% in Q1 2026, selling an estimated $13.4K and leaving 1,472 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.
Tower Research Capital (TRC) first reported a position in UVSP in Q3 2013 and has held it in 38 quarters since. The position peaked at $293K in Q3 2022. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- Tower Research Capital (TRC) held 1,472 shares of Univest Financial worth $50.4K as of Q1 2026.
- Tower Research Capital (TRC) sold 396 Univest Financial shares in Q1 2026, an estimated $13.4K.
- Univest Financial made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #2731 holding.
- Tower Research Capital (TRC) first reported a position in Univest Financial in Q3 2013 and has held it in 38 quarters since.
- Tower Research Capital (TRC)'s Univest Financial position peaked at $293K in Q3 2022.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.