ETF Holdings Breakdown of UVSP

Stock Name	Univest Corporation Pennsylvania
Ticker	UVSP(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US9152711001
LEI	4WII2HCR8UEWNU03U507

UVSP institutional holdings

The following institutional investment holdings of UVSP have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-17 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 3,564 USD 101,823

2025-10-17 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 38,153 USD 1,090,031 -3.6%

2025-10-17 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 153 USD 4,371 -3.6%

Total = 41,870 USD 1,196,225
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	3,564	USD 101,823
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	38,153	USD 1,090,031 -3.6%
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	153	USD 4,371 -3.6%
Total =	41,870	USD 1,196,225

News associated with UVSP

12,745 Shares in Univest Corporation of Pennsylvania (NASDAQ:UVSP) Purchased by Universal Beteiligungs und Servicegesellschaft mbH: Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in shares of Univest Corporation of Pennsylvania (NASDAQ:UVSP – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,745 shares of the financial services provider’s stock, valued at approximately […] - 2025-08-04 04:30:50
Allianz Asset Management GmbH Invests $4.95 Million in Univest Corporation of Pennsylvania (NASDAQ:UVSP): Allianz Asset Management GmbH bought a new position in Univest Corporation of Pennsylvania (NASDAQ:UVSP – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 174,631 shares of the financial services provider’s stock, valued at approximately $4,953,000. Allianz Asset Management GmbH […] - 2025-07-29 04:42:49
Wealth Enhancement Advisory Services LLC Increases Stake in Univest Corporation of Pennsylvania (NASDAQ:UVSP): Wealth Enhancement Advisory Services LLC raised its holdings in shares of Univest Corporation of Pennsylvania (NASDAQ:UVSP – Free Report) by 10.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,751 shares of the financial services provider’s stock after acquiring an […] - 2025-07-09 04:35:37
Univest Financial Co. (NASDAQ:UVSP) Shares Sold by California State Teachers Retirement System: California State Teachers Retirement System cut its holdings in shares of Univest Financial Co. (NASDAQ:UVSP – Free Report) by 1.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 27,224 shares of the financial services provider’s stock after selling 425 shares during the period. California State Teachers Retirement System’s holdings in Univest Financial were worth […] - 2025-06-11 05:04:48
Univest Financial Co. (NASDAQ:UVSP) Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its holdings in shares of Univest Financial Co. (NASDAQ:UVSP – Free Report) by 7.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,946 shares of the financial services provider’s […] - 2025-06-10 04:28:52
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Acquires 614 Shares of Univest Financial Co. (NASDAQ:UVSP): MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Univest Financial Co. (NASDAQ:UVSP – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,468 shares of the financial services provider’s stock after acquiring […] - 2025-05-30 05:25:01
Ameriprise Financial Inc. Buys 260,990 Shares of Univest Financial Co. (NASDAQ:UVSP): Ameriprise Financial Inc. lifted its stake in shares of Univest Financial Co. (NASDAQ:UVSP – Free Report) by 189.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 398,475 shares of the financial services provider’s stock after acquiring an additional 260,990 shares during the period. Ameriprise Financial Inc.’s holdings in Univest Financial were worth $11,759,000 as […] - 2025-05-19 05:00:55
Voya Investment Management LLC Decreases Holdings in Univest Financial Co. (NASDAQ:UVSP): Voya Investment Management LLC lowered its position in Univest Financial Co. (NASDAQ:UVSP – Free Report) by 8.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,043 shares of the financial services provider’s stock after selling 878 shares during the period. Voya Investment Management […] - 2025-05-12 05:32:52
MetLife Investment Management LLC Raises Holdings in Univest Financial Co. (NASDAQ:UVSP): MetLife Investment Management LLC increased its stake in shares of Univest Financial Co. (NASDAQ:UVSP – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,559 shares of the financial services provider’s stock after acquiring an additional […] - 2025-05-06 05:01:05
CANADA LIFE ASSURANCE Co Has $116,000 Stake in Univest Financial Co. (NASDAQ:UVSP): CANADA LIFE ASSURANCE Co trimmed its holdings in Univest Financial Co. (NASDAQ:UVSP – Free Report) by 31.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,940 shares of the financial services provider’s stock after selling 1,809 shares during the […] - 2025-05-01 06:12:46
Univest Financial Co. (NASDAQ:UVSP) Short Interest Up 19.7% in March: Univest Financial Co. (NASDAQ:UVSP – Get Free Report) saw a large increase in short interest in the month of March. As of March 31st, there was short interest totalling 355,500 shares, an increase of 19.7% from the March 15th total of 296,900 shares. Approximately 1.3% of the company’s shares are sold short. Based on an […] - 2025-04-21 03:14:56
Arrowstreet Capital Limited Partnership Increases Holdings in Univest Financial Co. (NASDAQ:UVSP): Arrowstreet Capital Limited Partnership grew its holdings in Univest Financial Co. (NASDAQ:UVSP – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 239,059 shares of the financial services provider’s stock after acquiring an additional 3,769 shares during the quarter. Arrowstreet Capital […] - 2025-04-07 05:08:54
Univest Financial Co. (NASDAQ:UVSP) Sees Significant Increase in Short Interest: Univest Financial Co. (NASDAQ:UVSP – Get Free Report) was the target of a large growth in short interest in the month of March. As of March 15th, there was short interest totalling 296,900 shares, a growth of 27.0% from the February 28th total of 233,800 shares. Based on an average trading volume of 104,000 shares, […] - 2025-04-03 04:28:49
Rhumbline Advisers Has $1.38 Million Position in Univest Financial Co. (NASDAQ:UVSP): Rhumbline Advisers lifted its stake in shares of Univest Financial Co. (NASDAQ:UVSP – Free Report) by 2.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 46,768 shares of the financial services provider’s stock after buying an additional 1,315 shares during the quarter. Rhumbline Advisers’ holdings in Univest Financial were worth $1,380,000 as of […] - 2025-03-05 06:22:48

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