Twin Peaks Wealth Advisors’s Univest Financial UVSP Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-1	Closed	-$34	–	2104
2026 Q1	$34	Buy	+1	New	+$34	﹤0.01%	2325
2025 Q3	–	Sell	-1	Closed	-$30	–	2031
2025 Q2	$30	Buy	+1	New	+$29	﹤0.01%	2226

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Twin Peaks Wealth Advisors's UVSP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 1 share — an estimated $34 sold.

Twin Peaks Wealth Advisors first reported a position in UVSP in Q2 2025 and held it in 2 quarters. The position peaked at $34 in Q1 2026. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 1 Univest Financial share in Q2 2026, an estimated $34.
Twin Peaks Wealth Advisors first reported a position in Univest Financial in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's Univest Financial position peaked at $34 in Q1 2026.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.