Rossby Financial’s Univest Financial UVSP Stock Holding History

Rossby Financial’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	$2.19K	Hold	50	–	–	﹤0.01%	1696
2026 Q1	$1.74K	Buy	+50	New	+$1.69K	﹤0.01%	1855

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 $3.37T AUM 44.26% 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

Rossby Financial's UVSP Position: Q2 2026 in Review

Rossby Financial held its Univest Financial (UVSP) position steady in Q2 2026 at 50 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Rossby Financial first reported a position in UVSP in Q1 2026 and has held it in 2 quarters since. 223 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

Rossby Financial held 50 shares of Univest Financial worth $2.19K as of Q2 2026.
Rossby Financial left its Univest Financial share count unchanged in Q2 2026.
Univest Financial made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1696 holding.
Rossby Financial first reported a position in Univest Financial in Q1 2026 and has held it in 2 quarters since.
223 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.