Wertpapierdatensatz · archiviertes Quartal
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
88Erfasste Halter
+6Δ Inhaber
18.26MGehaltene Aktien
$625.58MGemeldeter Wert
+7Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.3% ·
Aktienfluss +2.0% ·
neue Nettopositionen +6.8%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 88 | +3 | 18.66M | $815.74M | +7 | −4 |
| Q1 2026 | 88 | +6 | 18.26M | $625.58M | +7 | −1 |
| Q4 2025 | 82 | +2 | 18.34M | $600.54M | +2 | — |
| Q3 2025 | 14 | 0 | 11.51M | $345.44M | — | — |
| Q2 2025 | 11 | 0 | 10.77M | $323.57M | +1 | −1 |
| Q1 2025 | 8 | 0 | 2.94M | $83.36M | +1 | −1 |
| Q4 2024 | 8 | 0 | 2.92M | $86.24M | — | — |
| Q3 2024 | 7 | -1 | 2.02M | $56.95M | — | −1 |
| Q2 2024 | 8 | — | 1.97M | $45.04M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 3.11M | +0.4% | $106.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 1.90M | -25.5% | $65.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 1.90M | -25.5% | $65.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 1.90M | -25.5% | $65.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 1.90M | -25.5% | $65.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 1.89M | +0.4% | $64.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 1.22M | — | $41.71M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Manufacturers Life Insurance… | 1.10M | -8.4% | $37.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passiv) | 933.69K | +8.8% | $31.99M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passiv) | 790.94K | +1.6% | $27.10M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passiv) | 790.94K | +1.6% | $27.10M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 27 | American Century Companies Inc | 758.00K | +8.1% | $25.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Renaissance Technologies ✦ | 583.73K | -8.1% | $20.00M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 358.71K | -5.5% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 358.71K | -5.5% | $12.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 350.94K | +8.1% | $12.02M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 39 | Arrowstreet Capital ✦ | 346.89K | +4.1% | $11.88M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 319.80K | +128.4% | $10.96M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Hotchkis & Wiley Capital Management… | 300.74K | -4.3% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 296.82K | +2.1% | $10.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Sei Investments Co | 271.77K | +12.1% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Sei Investments Co | 271.77K | +12.1% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Assenagon Asset Management S.A. | 257.40K | Neu | $8.82M | 0.0% | New | 1 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 252.11K | -8.3% | $8.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Charles Schwab Investment… | 233.69K | -0.5% | $8.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bank Of America Corp /De/ | 225.85K | +18.1% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank Of America Corp /De/ | 225.85K | +18.1% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank Of America Corp /De/ | 225.85K | +18.1% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Bank Of America Corp /De/ | 225.85K | +18.1% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 204.97K | +320.5% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Neuberger Berman Group LLC | 198.60K | -3.2% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 198.60K | -3.2% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Millennium Management ✦ | 186.69K | +146.3% | $6.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Nuveen, LLC | 151.48K | -3.2% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Nuveen, LLC | 151.48K | -3.2% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Nuveen, LLC | 151.48K | -3.2% | $5.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 135.82K | -4.5% | $4.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Tudor Investment Corp Et Al | 116.92K | Neu | $4.01M | 0.0% | New | 1 | SEC ↗ |
| 78 | Man Group plc | 108.70K | +400.7% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Raymond James Financial Inc | 93.26K | -1.7% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Raymond James Financial Inc | 93.26K | -1.7% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Raymond James Financial Inc | 93.26K | -1.7% | $3.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 94.35K | -30.4% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 94.35K | -30.4% | $3.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Creative Planning | 76.55K | +1.4% | $2.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Prudential Financial Inc | 72.97K | -19.4% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | UBS AM, a distinct business unit of… | 68.51K | +19.1% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Citadel Advisors ✦ | 67.92K | +415.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Citadel Advisors ✦ | 67.92K | +415.1% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Point72 Asset Management ✦ | 65.79K | -28.1% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Franklin Resources Inc | 61.05K | +17.3% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Assenagon Asset Management… | $8.82M | 0.0% |
| Tudor Investment Corp Et Al | $4.01M | 0.0% |
Ausgestiegen
| Squarepoint Ops LLC | $560,050 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 206 Inhaber, 22.27M Anteile, $754.15M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Aug 24
PETRO THOMAS M
Director · 5.00K Ant. · $208,450
Aug 13
Turner Michael L.
Director · 8.00K Ant. · $344,280
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik
Aug 06
SC 13G/A — FMR LLC
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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