CX Institutional’s Univest Financial UVSP Stock Holding History

CX Institutional’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 Q1	–	Sell	-115	Closed	-$4K	–	1667
2025 Q4	$4K	Buy	+115	New	+$3.6K	﹤0.01%	1305

Other funds holding UVSP

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

CX Institutional's UVSP Position: Q1 2026 in Review

CX Institutional sold out of Univest Financial (UVSP) in Q1 2026, closing a stake of 115 shares — an estimated $4K sold.

CX Institutional first reported a position in UVSP in Q4 2025 and held it in 1 quarter. The position peaked at $4K in Q4 2025. 209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

CX Institutional reported no remaining Univest Financial position as of Q1 2026 after selling out during the quarter.
CX Institutional sold 115 Univest Financial shares in Q1 2026, an estimated $4K.
CX Institutional first reported a position in Univest Financial in Q4 2025 and held it in 1 quarter.
CX Institutional's Univest Financial position peaked at $4K in Q4 2025.
209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.