Root Financial Partners
UVSP icon

Root Financial Partners’s Univest Financial UVSP Stock Holding History

Root Financial Partners’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
Q3 		$2.79K Buy
+68
New +$2.92K ﹤0.01% 2482
2026
Q2 		– Sell
-30
Closed -$1.03K – 3058
2026
Q1 		$1.03K Buy
+30
New +$1.02K ﹤0.01% 2606

Other funds holding UVSP

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Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bernardo Wealth Planning
Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Root Financial Partners's UVSP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Univest Financial (UVSP) in Q3 2026: 68 shares worth $2.79K. The stake represents ﹤0.01% of the portfolio and ranks #2482 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UVSP as recently as Q1 2026.

Root Financial Partners first reported a position in UVSP in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold UVSP as of Q3 2026.

  • Root Financial Partners held 68 shares of Univest Financial worth $2.79K as of Q3 2026.
  • Univest Financial was a new Root Financial Partners position in Q3 2026.
  • Univest Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2482 holding.
  • Root Financial Partners first reported a position in Univest Financial in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held Univest Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.