Univest Financial Corporation UVSP

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41.49 USD +0.25 (+0.61%)

At closeNov 4, 2026, 4:01 PM EST

41.49 0.00 0.00%

After hours · Nov 4, 4:01 PM ET

40.83 Day range 42.59
28.20 52-week range 45.46
YTD
+26.73%
1 year
+41.36%

Held by funds

108 US ETFs and mutual funds hold UVSP · largest positions

Funds holding UVSP, by value held
FundValue heldWeight in fund
VTI $35.07M0.00%
AVUV $33.61M0.10%
IWM $31.09M0.04%
NJM $26.34M0.03%
DFSV $23.61M0.08%
DFAT $21.43M0.07%
KRE $12.81M0.31%
VXF $12.76M0.01%
FSSNX $12.76M0.04%
IWN $11.27M0.08%
FSRBX $10.05M2.15%
NAJ $9.59M0.07%
DFAS $8.96M0.03%
BDSKX $7.99M0.15%
FESM $6.77M0.10%
VTWO $6.71M0.04%
SCHA $6.05M0.03%
BSVO $5.05M0.20%
DFAC $5.02M0.01%
FSMAX $4.87M0.01%

Ownership

Held by insiders 1.59%
Held by institutions 82.38%
Float held by institutions 83.71%
Institutions 317

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.12.39%3,417,251141.78MJun 29, 2026
Dimensional Fund Advisors LP6.88%1,896,67078.69MJun 29, 2026
FMR, LLC5.69%1,570,52565.16MJun 29, 2026
Vanguard Capital Management LLC4.31%1,187,66049.28MJun 29, 2026
State Street Corporation3.60%991,98541.16MJun 29, 2026
American Century Companies Inc3.07%846,28235.11MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.04%839,72134.84MJun 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF2.96%816,58933.88MSep 29, 2026
iShares Trust-iShares Russell 2000 ETF2.78%767,52031.84MSep 29, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio1.51%415,47617.24MJul 30, 2026
John Hancock Investment Trust-Small Cap Core Fund1.44%398,47516.53MAug 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio1.20%331,68413.76MJul 30, 2026
UVSP insiders
InsiderRelationLatest transactionDateShares held
KEENAN SUZANNEDirectorConversion of Exercise of derivative securityJan 29, 202619,075
KEIM MICHAEL SChief Operating OfficerSaleMay 4, 202666,979
PAQUIN NATALYEDirectorSaleApr 26, 202617,004
PETRO THOMAS MDirectorSaleAug 23, 202647,282
RICHARDSON BRIAN JASONChief Financial OfficerSaleJun 7, 202624,228
SANTANA MEGAN DGeneral CounselSaleJun 7, 202635,975