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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wilmington Savings Fund Society's UVSP Position: Q1 2026 in Review

Wilmington Savings Fund Society held its Univest Financial (UVSP) position steady in Q1 2026 at 2,802 shares worth $96K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Wilmington Savings Fund Society first reported a position in UVSP in Q3 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Wilmington Savings Fund Society held 2,802 shares of Univest Financial worth $96K as of Q1 2026.
Wilmington Savings Fund Society left its Univest Financial share count unchanged in Q1 2026.
Univest Financial made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #743 holding.
Wilmington Savings Fund Society first reported a position in Univest Financial in Q3 2024 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.