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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
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 $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

United Capital Financial Advisors's UVSP Position: Q1 2026 in Review

United Capital Financial Advisors increased its Univest Financial (UVSP) stake by 0.83% in Q1 2026, buying an estimated $3.28K and bringing the position to 11,846 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

United Capital Financial Advisors first reported a position in UVSP in Q4 2025 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

  • United Capital Financial Advisors held 11,846 shares of Univest Financial worth $406K as of Q1 2026.
  • United Capital Financial Advisors bought 97 Univest Financial shares in Q1 2026, an estimated $3.28K.
  • Univest Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1175 holding.
  • United Capital Financial Advisors first reported a position in Univest Financial in Q4 2025 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.