Univest Financial’s Bank of New York Mellon BK Stock Holding History

Univest Financial’s Portfolio BK Stock Details BK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$208K	Sell
2024 Q4	$356K	Buy
2024 Q3	$333K	Buy
2020 Q1	–	Sell
2019 Q4	$397K	Buy
2017 Q1	–	Sell
2016 Q4	$397K	Buy