Trust Company of Vermont’s Univest Financial UVSP Stock Holding History

Trust Company of Vermont’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	$229K	Hold	7,004	–	–	0.01%	342
2025 Q3	$210K	Hold	7,004	–	–	0.01%	349
2025 Q2	$210K	Hold	7,004	–	–	0.01%	348
2025 Q1	$199K	Hold	7,004	–	–	0.01%	347
2024 Q4	$207K	Hold	7,004	–	–	0.01%	344
2024 Q3	$197K	Hold	7,004	–	–	0.01%	332
2024 Q2	$160K	Hold	7,004	–	–	0.01%	342
2024 Q1	$146K	Hold	7,004	–	–	0.01%	348
2023 Q4	$154K	Hold	7,004	–	–	0.01%	310
2023 Q3	$122K	Hold	7,004	–	–	0.01%	347
2023 Q2	$127K	Hold	7,004	–	–	0.01%	363
2023 Q1	$166K	Hold	7,004	–	–	0.01%	330
2022 Q4	$183K	Hold	7,004	–	–	0.01%	308
2022 Q3	$164K	Hold	7,004	–	–	0.01%	324
2022 Q2	$178K	Buy	+7,004	New	+$180K	0.01%	310
2022 Q1	–	Sell	-7,004	Closed	-$210K	–	717
2021 Q4	$210K	Buy	+7,004	New	+$204K	0.01%	312
2021 Q3	–	Sell	-7,004	Closed	-$185K	–	689
2021 Q2	$185K	Buy	+7,004	New	+$197K	0.01%	313

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

Trust Company of Vermont's UVSP Position: Q4 2025 in Review

Trust Company of Vermont held its Univest Financial (UVSP) position steady in Q4 2025 at 7,004 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #342.

Trust Company of Vermont first reported a position in UVSP in Q2 2021 and has held it in 17 quarters since. 198 funds tracked by Wall St. Rank hold UVSP as of Q4 2025.

Trust Company of Vermont held 7,004 shares of Univest Financial worth $229K as of Q4 2025.
Trust Company of Vermont left its Univest Financial share count unchanged in Q4 2025.
Univest Financial made up 0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #342 holding.
Trust Company of Vermont first reported a position in Univest Financial in Q2 2021 and has held it in 17 quarters since.
198 funds tracked by Wall St. Rank held Univest Financial as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.