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 $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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. 208 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.
208 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.