Coldstream Capital Management Inc Univest Financial Corp Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 2025
A detailed history of Coldstream Capital Management Inc transactions in Univest Financial Corp stock. As of the latest transaction made, Coldstream Capital Management Inc holds 628 shares of UVSP stock, worth $19,185. This represents 0.0% of its overall portfolio holdings.
Number of Shares
628Holding current value
$19,185% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding UVSP
# of Institutions
186Shares Held
20.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$103 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.95MShares$59.6 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.7MShares$51.8 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.28MShares$39.2 Million0.04% of portfolio
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Richard Pzena Pzena Investment Management LLC1.14MShares$34.9 Million0.12% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $893M
- Description
- Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...