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 Q1	$1.03K	Buy	+30	New	+$1.01K	﹤0.01%	2606

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

Root Financial Partners's UVSP Position: Q1 2026 in Review

Root Financial Partners opened a new position in Univest Financial (UVSP) in Q1 2026: 30 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #2606 among its holdings.

209 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.

Root Financial Partners held 30 shares of Univest Financial worth $1.03K as of Q1 2026.
Univest Financial was a new Root Financial Partners position in Q1 2026.
Univest Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2606 holding.
209 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.