Chuck Royce's UVSP Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 54,039 shares of Univest Financial Corporation (UVSP) worth $1.85 M, representing 0.02% of the portfolio. First purchased in 2023-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in UVSP, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 69,451 shares. Largest reduction occurred in Q4 2024, reducing 61,015 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Univest Financial Corporation (UVSP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Univest Financial Corporation (UVSP) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -24,517 | Reduce 31.21% | 54,039 | $34.26 |
| Q4 2025 | -41,802 | Reduce 34.73% | 78,556 | $32.74 |
| Q3 2025 | -10,978 | Reduce 8.36% | 120,358 | $30.02 |
| Q1 2025 | -51,115 | Reduce 28.02% | 131,336 | $28.36 |
| Q4 2024 | -61,015 | Reduce 25.06% | 182,451 | $29.51 |
| Q3 2024 | -27,258 | Reduce 10.07% | 243,466 | $28.14 |
| Q2 2024 | -6,568 | Reduce 2.37% | 270,724 | $22.83 |
| Q1 2024 | +69,451 | Add 33.42% | 277,292 | $20.82 |
| Q4 2023 | +207,841 | New Buy | 207,841 | $22.03 |
Chuck Royce's Univest Financial Corporation Investment FAQs
Chuck Royce first purchased Univest Financial Corporation (UVSP) in Q4 2023, acquiring 207,841 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Univest Financial Corporation (UVSP) for 10 quarters since Q4 2023.
Chuck Royce's largest addition to Univest Financial Corporation (UVSP) was in Q4 2023, adding 207,841 shares worth $4.58 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 54,039 shares of Univest Financial Corporation (UVSP), valued at approximately $1.85 M.
As of the Q1 2026 filing, Univest Financial Corporation (UVSP) represents approximately 0.02% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Univest Financial Corporation (UVSP) was 277,292 shares, as reported at the end of Q1 2024.