Versant Capital Management’s Univest Financial UVSP Stock Holding History

Versant Capital Management’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	$1.44K	Hold	33	–	–	﹤0.01%	2600
2026 Q1	$1.13K	Hold	33	–	–	﹤0.01%	2638
2025 Q4	$1.08K	Sell	33 -268	-89%	-$8.39K	﹤0.01%	2524
2025 Q3	$9.04K	Buy	301 +268	+812%	+$8.23K	﹤0.01%	1976
2025 Q2	$991	Hold	33	–	–	﹤0.01%	2489
2025 Q1	$936	Hold	33	–	–	﹤0.01%	2364
2024 Q4	$974	Buy	+33	New	+$981	﹤0.01%	2199
2019 Q2	–	Sell	-10	Closed	–	–	1712
2019 Q1	$0	Hold	10	–	–	﹤0.01%	1745
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1657
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1664
2018 Q2	$0	Hold	10	–	–	﹤0.01%	1653
2018 Q1	$0	Hold	10	–	–	﹤0.01%	1665
2017 Q4	$0	Hold	10	–	–	﹤0.01%	1649
2017 Q3	$0	Hold	10	–	–	﹤0.01%	1581
2017 Q2	$0	Hold	10	–	–	﹤0.01%	1551
2017 Q1	$0	Hold	10	–	–	﹤0.01%	1545
2016 Q4	$0	Hold	10	–	–	﹤0.01%	1539
2016 Q3	$0	Buy	+10	New	+$223	﹤0.01%	1499

Other funds holding UVSP

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

IWA

IVC Wealth Advisors Silverdale, Pennsylvania $256M AUM 27.59% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Versant Capital Management's UVSP Position: Q2 2026 in Review

Versant Capital Management held its Univest Financial (UVSP) position steady in Q2 2026 at 33 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Versant Capital Management first reported a position in UVSP in Q3 2016 and has held it in 18 quarters since. The position peaked at $9.04K in Q3 2025. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Versant Capital Management held 33 shares of Univest Financial worth $1.44K as of Q2 2026.
Versant Capital Management left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2600 holding.
Versant Capital Management first reported a position in Univest Financial in Q3 2016 and has held it in 18 quarters since.
Versant Capital Management's Univest Financial position peaked at $9.04K in Q3 2025.
18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.