Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Univest Financial Corp. (UVSP)
← All UVSP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 842,425 0.09 Reduce 1.61% <0.01 $31.41–36.20 · VW $33.68i $28,861,481 SEC
2025   Q4 856,235 0.08 Reduce 3.89% <0.01 $28.04–35.65 · VW $31.64i $28,033,134 SEC
2025   Q3 890,902 0.09 Add 0.30% <0.01 $27.91–32.86 · VW $30.43i $26,744,878 SEC
2025   Q2 888,209 0.09 Reduce 22.30% 0.02 $22.83–31.78 · VW $28.88i $26,681,798 SEC
2025   Q1 1,143,141 0.11 Reduce 0.52% <0.01 $27.11–31.79 · VW $29.42i $32,419,479 SEC
2024   Q4 1,149,117 0.12 Reduce 3.42% <0.01 $25.92–32.75 · VW $29.54i $33,910,443 SEC
2024   Q3 1,189,748 0.11 Reduce 6.19% <0.01 $21.73–29.49 · VW $27.15i $33,479,509 SEC
2024   Q2 1,268,250 0.10 Reduce 3.84% <0.01 $18.41–23.10 · VW $21.37i $28,954,148 SEC
2024   Q1 1,318,891 0.09 Reduce 9.60% 0.01 $19.11–22.34 · VW $20.63i $27,459,311 SEC
2023   Q4 1,458,921 0.12 Reduce 5.03% <0.01 $16.10–22.49 · VW $18.55i $32,140,030 SEC
2023   Q3 1,536,123 0.11 Reduce 0.11% <0.01 $16.86–20.75 · VW $18.47i $26,697,818 SEC
2023   Q2 1,537,767 0.12 Reduce 1.50% <0.01 $16.11–24.46 · VW $19.17i $27,802,827 SEC
2023   Q1 1,561,246 0.16 Reduce 4.89% <0.01 $23.03–29.05 · VW $26.18i $37,063,980 SEC
2022   Q4 1,641,462 0.19 Reduce 3.27% <0.01 $23.52–29.06 · VW $27.09i $42,891,402 SEC
2022   Q3 1,696,998 0.20 Reduce 0.82% <0.01 $23.48–27.04 · VW $24.91i $39,846,000 SEC
2022   Q2 1,711,041 0.19 Reduce 1.16% <0.01 $24.40–27.07 · VW $25.70i $43,529,000 SEC
2022   Q1 1,731,120 0.18 Add 0.55% <0.01 $26.67–31.93 · VW $28.99i $46,325,000 SEC
2021   Q4 1,721,598 0.19 Add 0.65% <0.01 $27.30–30.95 · VW $28.80i $51,510,000 SEC
2021   Q3 1,710,469 0.19 Reduce 0.30% <0.01 $24.65–28.46 · VW $26.94i $46,850,000 SEC
2021   Q2 1,715,607 0.18 Reduce 10.75% 0.02 $25.69–29.72 · VW $27.82i $45,241,000 SEC
2021   Q1 1,922,196 0.22 Add 0.45% <0.01 $20.16–30.14 · VW $25.03i $54,956,000 SEC
2020   Q4 1,913,534 0.19 Add 6.53% 0.01 $14.10–20.80 · VW $18.15i $39,381,000 SEC
2020   Q3 1,796,158 0.16 Add 9.75% 0.01 $13.68–17.84 · VW $15.49i $25,811,000 SEC
2020   Q2 1,636,614 0.17 Add 11.27% 0.02 $13.20–19.39 · VW $16.48i $26,415,000 SEC
2020   Q1 1,470,802 0.18 Buy 0.18 $13.39–26.98 · VW $21.52i $24,003,000 SEC
Price snapshot:
Current price$43.68
Avg. buy price$16.64
+/- since buy162.47%
52-week low$27.15
52-week high$45.46