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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
Q2 		– Sell
-30
Closed -$1.03K – 3058
2026
Q1 		$1.03K Buy
+30
New +$1.01K ﹤0.01% 2606

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Pzena Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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Renaissance Technologies
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Root Financial Partners's UVSP Position: Q2 2026 in Review

Root Financial Partners sold out of Univest Financial (UVSP) in Q2 2026, closing a stake of 30 shares — an estimated $1.03K sold.

Root Financial Partners first reported a position in UVSP in Q1 2026 and held it in 1 quarter. The position peaked at $1.03K in Q1 2026. 222 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Root Financial Partners reported no remaining Univest Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Univest Financial shares in Q2 2026, an estimated $1.03K.
  • Root Financial Partners first reported a position in Univest Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Univest Financial position peaked at $1.03K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.