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 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

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s UVSP Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Univest Financial (UVSP) stake by 65% in Q2 2026, selling an estimated $1.07M and leaving 14,775 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #1230.

Y-Intercept (HK) first reported a position in UVSP in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.51M in Q4 2025. 18 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Y-Intercept (HK) held 14,775 shares of Univest Financial worth $646K as of Q2 2026.
Y-Intercept (HK) sold 27,324 Univest Financial shares in Q2 2026, an estimated $1.07M.
Univest Financial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1230 holding.
Y-Intercept (HK) first reported a position in Univest Financial in Q2 2023 and has held it in 7 quarters since.
Y-Intercept (HK)'s Univest Financial position peaked at $1.51M in Q4 2025.
18 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.