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Univest Financial Corporation UVSP

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40.47 USD +0.17 (+0.42%)

At closeNov 6, 2026, 5:27 PM EST

40.47 0.00 0.00%

After hours · Nov 6, 5:27 PM ET

40.18 Day range 40.71
29.43 52-week range 45.21
YTD
+23.61%
1 year
+37.51%

Held by funds

107 US ETFs and mutual funds hold UVSP · largest positions

Funds holding UVSP, by value held
FundValue heldWeight in fund
VTI $35.07M0.00%
AVUV $32.88M0.10%
IWM $31.16M0.04%
NJM $26.34M0.03%
DFSV $23.05M0.08%
DFAT $20.91M0.07%
KRE $14.24M0.30%
VXF $12.76M0.01%
FSSNX $12.76M0.04%
IWN $11.07M0.08%
FSRBX $10.05M2.15%
NAJ $9.59M0.07%
DFAS $8.74M0.03%
BDSKX $7.99M0.15%
VTWO $6.71M0.04%
FESM $6.66M0.10%
SCHA $5.95M0.03%
BSVO $4.96M0.21%
DFAC $4.90M0.01%
FSMAX $4.87M0.01%

Ownership

Held by insiders 1.62%
Held by institutions 83.64%
Float held by institutions 85.02%
Institutions 319

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Blackrock Inc.12.59%3,417,251138.30MJun 29, 2026
Dimensional Fund Advisors LP7.00%1,898,89976.85MSep 29, 2026
FMR, LLC5.79%1,570,52563.56MJun 29, 2026
Vanguard Capital Management LLC4.38%1,187,66048.06MJun 29, 2026
State Street Corporation3.65%991,98540.15MJun 29, 2026
American Century Companies Inc3.12%846,28234.25MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.09%839,72133.98MJun 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF3.01%816,58933.05MSep 29, 2026
iShares Trust-iShares Russell 2000 ETF2.83%767,52031.06MSep 29, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio1.53%415,47616.81MJul 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio1.22%331,68413.42MJul 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund1.18%320,00912.95MJun 29, 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