UCFA
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United Capital Financial Advisors’s Univest Financial UVSP Stock Holding History

United Capital Financial 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 		$537K Buy
12,264
+418
+4% +$16.4K ﹤0.01% 1081
2026
Q1 		$406K Buy
11,846
+97
+0.8% +$3.28K ﹤0.01% 1175
2025
Q4 		$385K Buy
+11,749
New +$368K ﹤0.01% 1073

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

United Capital Financial Advisors's UVSP Position: Q2 2026 in Review

United Capital Financial Advisors increased its Univest Financial (UVSP) stake by 3.5% in Q2 2026, buying an estimated $16.4K and bringing the position to 12,264 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

United Capital Financial Advisors first reported a position in UVSP in Q4 2025 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • United Capital Financial Advisors held 12,264 shares of Univest Financial worth $537K as of Q2 2026.
  • United Capital Financial Advisors bought 418 Univest Financial shares in Q2 2026, an estimated $16.4K.
  • Univest Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1081 holding.
  • United Capital Financial Advisors first reported a position in Univest Financial in Q4 2025 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.