CAPTRUST Financial Advisors’s Univest Financial UVSP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$236K	Buy	+5,387	New	+$211K	﹤0.01%	2764
2022 Q3	–	Sell	-1,100	Closed	-$28K	–	3977
2022 Q2	$28K	Sell	1,100 -3	-0.3%	-$77	﹤0.01%	3179
2022 Q1	$30K	Sell	1,103 -37	-3%	-$1.09K	﹤0.01%	3155
2021 Q4	$34K	Buy	1,140 +28	+3%	+$814	﹤0.01%	2950
2021 Q3	$30K	Buy	1,112 +371	+50%	+$9.96K	﹤0.01%	2909
2021 Q2	$20K	Hold	741	–	–	﹤0.01%	3123
2021 Q1	$21K	Buy	+741	New	+$18.8K	﹤0.01%	2975

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

CAPTRUST Financial Advisors's UVSP Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Univest Financial (UVSP) in Q2 2026: 5,387 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #2764 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UVSP as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in UVSP in Q1 2021 and has held it in 7 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

CAPTRUST Financial Advisors held 5,387 shares of Univest Financial worth $236K as of Q2 2026.
Univest Financial was a new CAPTRUST Financial Advisors position in Q2 2026.
Univest Financial made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2764 holding.
CAPTRUST Financial Advisors first reported a position in Univest Financial in Q1 2021 and has held it in 7 quarters since.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.