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Univest Financial Corporation UVSP

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41.79 USD +0.55 (+1.34%)

Nov 4, 2026, 12:43 PM EST

40.83 Day range 42.59

28.20 52-week range 45.46

YTD: +27.65%
1 year: +42.39%

Funds holding UVSP, by value held
Fund	Value held	Weight in fund
VTI	$35.07M	0.00%
AVUV	$33.61M	0.10%
IWM	$31.09M	0.04%
NJM	$26.34M	0.03%
DFSV	$23.61M	0.08%
DFAT	$21.43M	0.07%
KRE	$12.81M	0.31%
VXF	$12.76M	0.01%
FSSNX	$12.76M	0.04%
IWN	$11.27M	0.08%
FSRBX	$10.05M	2.15%
NAJ	$9.59M	0.07%
DFAS	$8.96M	0.03%
BDSKX	$7.99M	0.15%
FESM	$6.77M	0.10%
VTWO	$6.71M	0.04%
SCHA	$6.05M	0.03%
BSVO	$5.05M	0.20%
DFAC	$5.02M	0.01%
FSMAX	$4.87M	0.01%

Held by insiders 1.59%

Held by institutions 82.35%

Float held by institutions 83.68%

Institutions 316

Top institutional holders
Holder	% held	Shares	Value	Reported
Blackrock Inc.	12.39%	3,417,251	140.93M	Jun 29, 2026
Dimensional Fund Advisors LP	6.88%	1,896,670	78.22M	Jun 29, 2026
FMR, LLC	5.69%	1,570,525	64.77M	Jun 29, 2026
Vanguard Capital Management LLC	4.31%	1,187,660	48.98M	Jun 29, 2026
State Street Corporation	3.60%	991,985	40.91M	Jun 29, 2026
American Century Companies Inc	3.07%	846,282	34.90M	Jun 29, 2026

Top mutual fund holders
Holder	% held	Shares	Value	Reported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund	3.04%	839,721	34.63M	Jun 29, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF	2.96%	816,589	33.68M	Sep 29, 2026
iShares Trust-iShares Russell 2000 ETF	2.78%	767,520	31.65M	Sep 29, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio	1.51%	415,476	17.13M	Jul 30, 2026
John Hancock Investment Trust-Small Cap Core Fund	1.44%	398,475	16.43M	Aug 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio	1.20%	331,684	13.68M	Jul 30, 2026

UVSP insiders
Insider	Relation	Latest transaction	Date	Shares held
KEENAN SUZANNE	Director	Conversion of Exercise of derivative security	Jan 29, 2026	19,075
KEIM MICHAEL S	Chief Operating Officer	Sale	May 4, 2026	66,979
PAQUIN NATALYE	Director	Sale	Apr 26, 2026	17,004
PETRO THOMAS M	Director	Sale	Aug 23, 2026	47,282
RICHARDSON BRIAN JASON	Chief Financial Officer	Sale	Jun 7, 2026	24,228
SANTANA MEGAN D	General Counsel	Sale	Jun 7, 2026	35,975