Geode Capital Management, LLC Univest Financial Corp Transaction History

Geode Capital Management, LLC

  • $1.39 Trillion
  • Q2 2025

A detailed history of Geode Capital Management, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Geode Capital Management, LLC holds 773,731 shares of UVSP stock, worth $23.2 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
773,731
Previous 737,069 4.97%
Holding current value
$23.2 Million
Previous $20.9 Million 11.19%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$25.3 - $31.35 $927,548 - $1.15 Million
36,662 Added 4.97%
773,731 $23.2 Million
Q1 2025

May 13, 2025
BUY
$27.52 - $31.63 $949,357 - $1.09 Million
34,497 Added 4.91%
737,069 $20.9 Million
Q4 2024

Feb 12, 2025
SELL
$26.85 - $32.21 $50,290 - $60,329
-1,873 Reduced 0.27%
702,572 $20.7 Million
Q3 2024

Nov 12, 2024
BUY
$22.22 - $29.19 $528,169 - $693,846
23,770 Added 3.49%
704,445 $19.8 Million
Q2 2024

Aug 09, 2024
BUY
$18.44 - $22.93 $585,672 - $728,279
31,761 Added 4.89%
680,675 $15.5 Million
Q1 2024

May 13, 2024
BUY
$19.25 - $22.06 $15,188 - $17,405
789 Added 0.12%
648,914 $13.5 Million
Q4 2023

Feb 13, 2024
BUY
$16.21 - $22.32 $464,027 - $638,932
28,626 Added 4.62%
648,125 $14.3 Million
Q3 2023

Nov 13, 2023
BUY
$17.03 - $20.75 $513,658 - $625,861
30,162 Added 5.12%
619,499 $10.8 Million
Q2 2023

Aug 11, 2023
BUY
$16.3 - $23.55 $402,789 - $581,944
24,711 Added 4.38%
589,337 $10.7 Million
Q1 2023

May 15, 2023
BUY
$23.24 - $28.72 $405,375 - $500,962
17,443 Added 3.19%
564,626 $13.4 Million
Q4 2022

Feb 13, 2023
BUY
$23.85 - $28.75 $240,169 - $289,512
10,070 Added 1.87%
547,183 $14.3 Million
Q3 2022

Nov 14, 2022
BUY
$23.48 - $26.96 $222,942 - $255,985
9,495 Added 1.8%
537,113 $12.6 Million
Q2 2022

Aug 12, 2022
BUY
$24.83 - $26.86 $145,826 - $157,748
5,873 Added 1.13%
527,618 $13.4 Million
Q1 2022

May 13, 2022
SELL
$26.76 - $31.41 $343,544 - $403,241
-12,838 Reduced 2.4%
521,745 $14 Million
Q4 2021

Feb 11, 2022
BUY
$27.44 - $30.78 $49,776 - $55,834
1,814 Added 0.34%
534,583 $16 Million
Q3 2021

Nov 12, 2021
BUY
$24.86 - $28.25 $169,147 - $192,213
6,804 Added 1.29%
532,769 $14.6 Million
Q2 2021

Aug 13, 2021
BUY
$26.37 - $29.4 $195,744 - $218,236
7,423 Added 1.43%
525,965 $13.9 Million
Q1 2021

May 12, 2021
BUY
$20.49 - $29.45 $747,516 - $1.07 Million
36,482 Added 7.57%
518,542 $14.8 Million
Q4 2020

Feb 12, 2021
SELL
$14.4 - $20.58 $62,640 - $89,522
-4,350 Reduced 0.89%
482,060 $9.92 Million
Q3 2020

Nov 13, 2020
BUY
$13.76 - $17.45 $133,485 - $169,282
9,701 Added 2.03%
486,410 $6.99 Million
Q2 2020

Aug 13, 2020
BUY
$14.21 - $19.19 $362,823 - $489,978
25,533 Added 5.66%
476,709 $7.69 Million
Q1 2020

May 14, 2020
BUY
$13.87 - $26.96 $306,235 - $595,249
22,079 Added 5.15%
451,176 $7.36 Million
Q4 2019

Feb 13, 2020
BUY
$24.26 - $27.47 $527,291 - $597,060
21,735 Added 5.34%
429,097 $11.5 Million
Q3 2019

Nov 12, 2019
BUY
$24.8 - $27.48 $178,237 - $197,498
7,187 Added 1.8%
407,362 $10.4 Million
Q2 2019

Aug 14, 2019
BUY
$23.88 - $26.26 $720,077 - $791,844
30,154 Added 8.15%
400,175 $10.5 Million
Q1 2019

May 14, 2019
BUY
$21.9 - $26.51 $660,285 - $799,276
30,150 Added 8.87%
370,021 $9.05 Million
Q4 2018

Feb 13, 2019
BUY
$20.59 - $26.43 $347,023 - $445,451
16,854 Added 5.22%
339,871 $7.33 Million
Q3 2018

Nov 13, 2018
BUY
$26.45 - $28.9 $439,413 - $480,115
16,613 Added 5.42%
323,017 $8.54 Million
Q2 2018

Aug 14, 2018
BUY
$27.5 - $29.85 $874,912 - $949,677
31,815 Added 11.59%
306,404 $8.43 Million
Q1 2018

May 15, 2018
BUY
$26.8 - $28.9 $559,959 - $603,836
20,894 Added 8.24%
274,589 $7.61 Million
Q4 2017

Feb 13, 2018
BUY
$27.85 - $32.2 $409,478 - $473,436
14,703 Added 6.15%
253,695 $7.12 Million
Q3 2017

Nov 14, 2017
BUY
$27.8 - $32.2 $476,797 - $552,262
17,151 Added 7.73%
238,992 $7.65 Million
Q2 2017

Aug 14, 2017
BUY
N/A
221,841
221,841 $6.64 Million

Others Institutions Holding UVSP

# of Institutions
190
Shares Held
20.3M
Call Options Held
0
Put Options Held
0
View Full List

About UNIVEST FINANCIAL Corp

UVSP Quotes by TradingView
  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $878M
  • 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 ...
More about UVSP
Track This Portfolio

Track Geode Capital Management, LLC Portfolio

Follow Geode Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geode Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geode Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email