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Wilmington Savings Fund Society’s Univest Financial UVSP Stock Holding History

Wilmington Savings Fund Society’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 		$123K Hold
2,802
– – ﹤0.01% 699
2026
Q1 		$96K Hold
2,802
– – ﹤0.01% 743
2025
Q4 		$91.7K Hold
2,802
– – ﹤0.01% 755
2025
Q3 		$84.1K Hold
2,802
– – ﹤0.01% 773
2025
Q2 		$84.2K Hold
2,802
– – ﹤0.01% 1086
2025
Q1 		$79.5K Hold
2,802
– – ﹤0.01% 1081
2024
Q4 		$82.7K Hold
2,802
– – ﹤0.01% 1096
2024
Q3 		$78.8K Buy
+2,802
New +$74.7K ﹤0.01% 1084

Other funds holding UVSP

Assenagon Asset Management
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
BWP
Bernardo Wealth Planning Harleysville, Pennsylvania $585M AUM 17.72% 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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Wilmington Savings Fund Society's UVSP Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Univest Financial (UVSP) position steady in Q2 2026 at 2,802 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Wilmington Savings Fund Society first reported a position in UVSP in Q3 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Wilmington Savings Fund Society held 2,802 shares of Univest Financial worth $123K as of Q2 2026.
  • Wilmington Savings Fund Society left its Univest Financial share count unchanged in Q2 2026.
  • Univest Financial made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #699 holding.
  • Wilmington Savings Fund Society first reported a position in Univest Financial in Q3 2024 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.