Univest Financial’s State Street STT Stock Holding History

Univest Financial’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Buy	+1,491	New	+$230K	0.01%	245
2014 Q3	–	Sell	-3,463	Closed	-$233K	–	83
2014 Q2	$233K	Sell	3,463 -38,683	-92%	-$2.54M	0.11%	75
2014 Q1	$2.93M	Sell	42,146 -14,018	-25%	-$969K	1.46%	34
2013 Q4	$4.12M	Sell	56,164 -337	-0.6%	-$23.6K	2.03%	6
2013 Q3	$3.71M	Sell	56,501 -1,618	-3%	-$111K	1.98%	8
2013 Q2	$3.79M	Buy	+58,119	New	+$3.61M	2.08%	7

Other funds holding STT

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Univest Financial's STT Position: Q2 2026 in Review

Univest Financial opened a new position in State Street (STT) in Q2 2026: 1,491 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings. This is a return to the name: Univest Financial previously reported a position in STT as recently as Q2 2014.

Univest Financial first reported a position in STT in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.12M in Q4 2013. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Univest Financial held 1,491 shares of State Street worth $253K as of Q2 2026.
State Street was a new Univest Financial position in Q2 2026.
State Street made up 0.01% of Univest Financial's portfolio in Q2 2026, its #245 holding.
Univest Financial first reported a position in State Street in Q2 2013 and has held it in 6 quarters since.
Univest Financial's State Street position peaked at $4.12M in Q4 2013.
1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.