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Turning Point Benefit Group’s Univest Financial UVSP Stock Holding History

Turning Point Benefit Group’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 		– Sell
-75
Closed -$2.46K – 759
2025
Q4 		$2.46K Buy
75
+66
+733% +$2.07K ﹤0.01% 413
2025
Q3 		$267 Buy
+9
New +$276 ﹤0.01% 609

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

Turning Point Benefit Group's UVSP Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 75 shares — an estimated $2.46K sold.

Turning Point Benefit Group first reported a position in UVSP in Q3 2025 and held it in 2 quarters. The position peaked at $2.46K in Q4 2025. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 75 Univest Financial shares in Q1 2026, an estimated $2.46K.
  • Turning Point Benefit Group first reported a position in Univest Financial in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Univest Financial position peaked at $2.46K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.