Rockefeller Capital Management’s Univest Financial UVSP Stock Holding History

Rockefeller Capital Management’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	$12K	Buy	350 +281	+407%	+$9.5K	﹤0.01%	3916
2025 Q4	$2.26K	Buy	69 +15	+28%	+$470	﹤0.01%	4290
2025 Q3	$1.62K	Buy	+54	New	+$1.66K	﹤0.01%	4116
2022 Q4	–	Sell	-4	Closed	–	–	4233
2022 Q3	$0	Buy	+4	New	+$101	﹤0.01%	4400
2021 Q1	–	Sell	-172	Closed	-$3K	–	3399
2020 Q4	$3K	Buy	+172	New	+$3.08K	﹤0.01%	2592
2020 Q3	–	Sell	-155	Closed	-$3K	–	2807
2020 Q2	$3K	Buy	+155	New	+$2.48K	﹤0.01%	2266

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

Rockefeller Capital Management's UVSP Position: Q1 2026 in Review

Rockefeller Capital Management increased its Univest Financial (UVSP) stake by 407% in Q1 2026, buying an estimated $9.5K and bringing the position to 350 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #3916.

Rockefeller Capital Management first reported a position in UVSP in Q2 2020 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Rockefeller Capital Management held 350 shares of Univest Financial worth $12K as of Q1 2026.
Rockefeller Capital Management bought 281 Univest Financial shares in Q1 2026, an estimated $9.5K.
Univest Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3916 holding.
Rockefeller Capital Management first reported a position in Univest Financial in Q2 2020 and has held it in 6 quarters since.
208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.