Y-Intercept (HK)’s Univest Financial UVSP Stock Holding History

Y-Intercept (HK)’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 Q3	$2M	Buy	48,867 +34,092	+231%	+$1.46M	0.04%	628
2026 Q2	$646K	Sell	14,775 -27,324	-65%	-$1.07M	0.01%	1230
2026 Q1	$1.44M	Sell	42,099 -3,912	-9%	-$132K	0.03%	877
2025 Q4	$1.51M	Buy	46,011 +12,572	+38%	+$394K	0.03%	766
2025 Q3	$1M	Buy	+33,439	New	+$1.03M	0.02%	971
2024 Q2	–	Sell	-9,645	Closed	-$201K	–	1946
2024 Q1	$201K	Sell	9,645 -519	-5%	-$10.5K	0.02%	1158
2023 Q4	$224K	Buy	+10,164	New	+$190K	0.02%	952
2023 Q3	–	Sell	-11,664	Closed	-$211K	–	1637
2023 Q2	$211K	Buy	+11,664	New	+$228K	0.02%	922

Other funds holding UVSP

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors Silverdale, Pennsylvania $249M AUM 21.81% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Y-Intercept (HK)'s UVSP Position: Q3 2026 in Review

Y-Intercept (HK) increased its Univest Financial (UVSP) stake by 231% in Q3 2026, buying an estimated $1.46M and bringing the position to 48,867 shares worth $2M. The position accounts for 0.04% of the portfolio, ranked #628.

Y-Intercept (HK) first reported a position in UVSP in Q2 2023 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

Y-Intercept (HK) held 48,867 shares of Univest Financial worth $2M as of Q3 2026.
Y-Intercept (HK) bought 34,092 Univest Financial shares in Q3 2026, an estimated $1.46M.
Univest Financial made up 0.04% of Y-Intercept (HK)'s portfolio in Q3 2026, its #628 holding.
Y-Intercept (HK) first reported a position in Univest Financial in Q2 2023 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.