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 Q2	$35.5K	Buy	811 +461	+132%	+$18.1K	﹤0.01%	3520
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 $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 $3.38T AUM 44.17% 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

Rockefeller Capital Management's UVSP Position: Q2 2026 in Review

Rockefeller Capital Management increased its Univest Financial (UVSP) stake by 132% in Q2 2026, buying an estimated $18.1K and bringing the position to 811 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3520.

Rockefeller Capital Management first reported a position in UVSP in Q2 2020 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Rockefeller Capital Management held 811 shares of Univest Financial worth $35.5K as of Q2 2026.
Rockefeller Capital Management bought 461 Univest Financial shares in Q2 2026, an estimated $18.1K.
Univest Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3520 holding.
Rockefeller Capital Management first reported a position in Univest Financial in Q2 2020 and has held it in 7 quarters since.
222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.