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WPG Advisers’s Univest Financial UVSP Stock Holding History

WPG Advisers’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 		$21.6K Buy
494
+27
+6% +$1.06K 0.01% 533
2026
Q1 		$16K Sell
467
-40
-8% -$1.35K 0.01% 540
2025
Q4 		$16.6K Hold
507
– – 0.01% 560
2025
Q3 		$15.2K Buy
507
+17
+3% +$522 0.01% 573
2025
Q2 		$14.7K Buy
490
+191
+64% +$5.56K 0.01% 554
2025
Q1 		$8.48K Buy
299
+154
+106% +$4.56K 0.01% 687
2024
Q4 		$4.28K Buy
+145
New +$4.31K ﹤0.01% 868

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

WPG Advisers's UVSP Position: Q2 2026 in Review

WPG Advisers increased its Univest Financial (UVSP) stake by 5.8% in Q2 2026, buying an estimated $1.06K and bringing the position to 494 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #533.

WPG Advisers first reported a position in UVSP in Q4 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • WPG Advisers held 494 shares of Univest Financial worth $21.6K as of Q2 2026.
  • WPG Advisers bought 27 Univest Financial shares in Q2 2026, an estimated $1.06K.
  • Univest Financial made up 0.01% of WPG Advisers's portfolio in Q2 2026, its #533 holding.
  • WPG Advisers first reported a position in Univest Financial in Q4 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.