Effectdossier · gearchiveerd kwartaal
UVSP
Univest Financial Corporation · Financial Services · Banks - Regional
88Gevolgde houders
+3Δ houders
18.66MGehouden aandelen
$815.74MGerapporteerde waarde
+7Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.5% ·
aandelenstroom +2.5% ·
netto nieuwe posities +3.4%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 3.42M | +9.8% | $149.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Dimensional Fund Advisors Lp | 1.90M | +0.6% | $82.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.57M | -17.4% | $68.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.57M | -17.4% | $68.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.57M | -17.4% | $68.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.57M | -17.4% | $68.71M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 1.19M | -2.4% | $51.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (passief) | 991.99K | +6.2% | $43.40M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 24 | American Century Companies Inc | 846.28K | +11.7% | $37.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passief) | 823.65K | +4.1% | $36.04M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passief) | 823.65K | +4.1% | $36.04M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 27 | Manufacturers Life Insurance… | 764.03K | -30.3% | $33.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Assenagon Asset Management S.A. | 716.37K | +178.3% | $31.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Assenagon Asset Management S.A. | 716.37K | +178.3% | $31.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 515.79K | -11.6% | $22.57M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 435.01K | +24.0% | $19.03M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 424.25K | +32.7% | $18.56M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 40 | Arrowstreet Capital ✦ | 351.28K | +1.3% | $15.37M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 41 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 307.27K | +3.5% | $13.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Sei Investments Co | 290.40K | +6.9% | $12.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Sei Investments Co | 290.40K | +6.9% | $12.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 281.62K | -21.5% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 281.62K | -21.5% | $12.32M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Nuveen, LLC | 272.92K | +80.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Nuveen, LLC | 272.92K | +80.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 272.92K | +80.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Nuveen, LLC | 272.92K | +80.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Hotchkis & Wiley Capital Management… | 267.17K | -11.2% | $11.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 250.74K | -0.5% | $10.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Charles Schwab Investment… | 236.31K | +1.1% | $10.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Bank Of America Corp /De/ | 206.87K | -8.4% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Bank Of America Corp /De/ | 206.87K | -8.4% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank Of America Corp /De/ | 206.87K | -8.4% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 187.20K | -5.7% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Neuberger Berman Group LLC | 187.20K | -5.7% | $8.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Millennium Management ✦ | 145.91K | -21.8% | $6.38M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 140.20K | +3.2% | $6.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Point72 Asset Management ✦ | 131.81K | +100.3% | $5.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Tudor Investment Corp Et Al | 128.46K | +9.9% | $5.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Man Group plc | 124.68K | +14.7% | $5.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Qube Research & Technologies Ltd | 114.45K | -44.2% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | UBS Group AG | 95.62K | +65.6% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | UBS Group AG | 95.62K | +65.6% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | UBS Group AG | 95.62K | +65.6% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 89.48K | -5.2% | $3.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 89.48K | -5.2% | $3.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 87 | Raymond James Financial Inc | 86.97K | -6.8% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Raymond James Financial Inc | 86.97K | -6.8% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Raymond James Financial Inc | 86.97K | -6.8% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Creative Planning | 85.82K | +12.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Creative Planning | 85.82K | +12.1% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Ameriprise Financial Inc | 82.55K | +78.8% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Ameriprise Financial Inc | 82.55K | +78.8% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Ameriprise Financial Inc | 82.55K | +78.8% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Bnp Paribas Financial Markets | 81.64K | +44.9% | $3.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Prudential Financial Inc | 70.05K | -4.0% | $3.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 67.62K | -1.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 67.62K | -1.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 67.62K | -1.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 67.62K | -1.3% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $2.33M | was 0.0% |
| Jane Street Group, Llc | $962,638 | was 0.0% |
| Susquehanna International… | $593,349 | was 0.0% |
| Amundi | $440,138 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 206 houders, 22.27M aandelen, $754.15M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Aug 24
PETRO THOMAS M
Director · 5.00K aand · $208,450
Aug 13
Turner Michael L.
Director · 8.00K aand · $344,280
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie
Aug 06
SC 13G/A — FMR LLC
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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