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Rothschild Investment LLC’s Univest Financial UVSP Stock Holding History

Rothschild Investment LLC’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 		$10.9K Buy
249
+72
+41% +$2.82K ﹤0.01% 1833
2026
Q1 		$6.06K Buy
177
+70
+65% +$2.37K ﹤0.01% 1953
2025
Q4 		$3.5K Buy
107
+38
+55% +$1.19K ﹤0.01% 2074
2025
Q3 		$2.07K Sell
69
-11
-14% -$338 ﹤0.01% 2209
2025
Q2 		$2.4K Buy
80
+25
+45% +$728 ﹤0.01% 1944
2025
Q1 		$1.56K Buy
55
+20
+57% +$592 ﹤0.01% 2055
2024
Q4 		$1.03K Sell
35
-10
-22% -$297 ﹤0.01% 2200
2024
Q3 		$1.27K Buy
45
+30
+200% +$800 ﹤0.01% 1993
2024
Q2 		$342 Buy
15
+10
+200% +$211 ﹤0.01% 2231
2024
Q1 		$104 Buy
+5
New +$102 ﹤0.01% 2198

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Rothschild Investment LLC's UVSP Position: Q2 2026 in Review

Rothschild Investment LLC increased its Univest Financial (UVSP) stake by 41% in Q2 2026, buying an estimated $2.82K and bringing the position to 249 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Rothschild Investment LLC first reported a position in UVSP in Q1 2024 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold UVSP as of Q2 2026.

  • Rothschild Investment LLC held 249 shares of Univest Financial worth $10.9K as of Q2 2026.
  • Rothschild Investment LLC bought 72 Univest Financial shares in Q2 2026, an estimated $2.82K.
  • Univest Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1833 holding.
  • Rothschild Investment LLC first reported a position in Univest Financial in Q1 2024 and has held it in 10 quarters since.
  • 91 funds tracked by Wall St. Rank held Univest Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.