Topp 121 gemensamma fonder med UVSP / Univest Financial Corporation (NasdaqGS)

Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

Topp 121 gemensamma fonder med UVSP / Univest Financial Corporation

Denna sida visar alla gemensamma fonder som har rapporterat positioner i UVSP / Univest Financial Corporation. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 495 0,00 694 −2,80
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 29 302 −1,29 880 4,64
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 296 −29,86 9 −33,33
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 4 715 0,00 139 −3,47
2025-06-24 NP SWSCX - Schwab Small-Cap Equity Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 395 −7,71 12 −15,38
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 328 −4,43 69 −8,11
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 2 696 −7,61 80 −10,23
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22 316 0,00 659 −3,38
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 16 200 0,00 487 5,88
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 225 0,00 302 −3,53
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40 795 7,48 1 204 3,88
2025-07-28 NP VVSCX - Small Cap Value Fund 6 522 −15,66 193 −18,64
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 218 0,00 7 0,00
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 36 193 −15,99 1 087 −10,97
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 2 044 0,00 61 7,02
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 12 927 0,00 388 6,01
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 290 866 1,38 8 592 −1,45
2025-08-27 NP TVOAX - TOUCHSTONE SMALL CAP VALUE FUND Class A 52 077 −8,58 1 564 −3,16
2025-07-23 NP CFSLX - Column Small Cap Fund 1 879 0,00 55 −3,51
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46 662 −2,68 1 377 −6,01
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 780 0,00 23 4,55
2025-08-26 NP LMBAX - QS U.S. Small Capitalization Equity Fund Class A 10 659 0,00 320 5,96
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 21 037 32,00 621 28,31
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 147 0,00 4 0,00
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 639 976 −0,56 18 892 −3,94
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 17 479 257,37 525 280,43
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 4 688 0,00 141 6,06
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 185 388 0,00 5 473 −3,41
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 43 830 0,00 1 317 5,87
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71 611 4,13 2 115 1,20
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 421 1,30 944 7,28
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 651 37,92 20 46,15
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 6 947 0,00 209 5,58
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 560 0,00 287 5,90
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 10 500 0,00 310 −3,44
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124 694 −2,76 3 683 −5,47
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3 139 14,60 94 22,08
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 14 523 0,00 436 6,08
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 261 0,00 428 5,94
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 577 17
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60 544 0,00 1 788 −2,77
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 197 190 −1,13 5 825 −3,89
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 2 494 0,00 74 −2,67
2025-07-29 NP CAVAX - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3 376 0,00 100 −3,88
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 23 462 139,63 705 154,15
2025-07-30 NP PZVSX - Pzena Small Cap Value Fund Investor Class 20 329 −40,09 600 −42,08
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 1 091 33
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 466 16,05 161 12,59
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 6 276 7,37 189 13,94
2025-06-26 NP JCCIX - John Hancock Small Cap Core Fund Class I 1 241 305 14,82 36 668 11,61
2025-06-26 NP FSUMX - Fidelity Series Sustainable U.S. Market Fund 62 0,00 2 0,00
2025-08-15 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 87 506 0,00 2 629 5,93
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 11 200 −30,43 336 −26,32
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 21 961 −6,36 648 −9,50
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 53 980 3,86 1 622 10,05
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 4 346 0,00 128 −3,03
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1 700 0,00 48 −4,00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3 259 4,05 98 10,23
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 35 201 29,37 1 057 37,09
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 4 959 146
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 68 0,00 2 100,00
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 852 0,00 468 −3,51
2025-07-28 NP VCSLX - Small Cap Index Fund 12 299 11,29 363 7,72
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 240 −14,76 278 −9,77
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4 509 7,08 135 13,45
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 60 100 20,93 1 774 16,86
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71 561 3,01 2 114 0,09
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 451 954 −2,13 13 577 3,67
2025-08-29 NP JAHBX - Small Cap Value Trust NAV 117 284 3 523
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 61 000 0,00 1 802 −2,81
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 116 5,45 3 0,00
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 4 148 144,72 125 158,33
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 439 727 −1,93 12 990 −4,67
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1 370 0,00 41 7,89
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 22 107 0,00 653 −2,68
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 28 −9,68 1
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 756 13,84 83 20,59
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 5 460 0,00 164 6,49
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 2 333 0,00 69 −2,86
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 13 149 −2,42 395 3,14
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 7 908 28,71 238 36,21
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 40 000 0,00 1 202 5,91
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 201 0,00 6 20,00
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 77 470 −4,63 2 327 1,04
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3 536 15,90 104 11,83
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 901 627 2,59 27 085 8,66
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2 340 4,37 70 11,11
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 083 3,25 1 597 −0,25
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 100 137 0,00 3 008 5,95
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 2 482 −7,84 73 −9,88
2025-06-26 NP USMIX - Extended Market Index Fund 3 374 −3,98 100 −6,60
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 963 0,00 28 −3,45
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 38 986 0,00 1 152 −2,79
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 113 937 0,00 3 366 −2,80
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 164 −2,78 389 −5,60
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 2 000 0,00 60 7,14
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 3 269 0,00 98 6,52
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 3 494 0,00 103 −2,83
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 40 0,00 1 0,00
2025-07-24 NP FSRBX - Banking Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 260 359 0,06 7 686 −3,35
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 174 −2,25 5 0,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5 807 0,03 174 6,10
2025-08-26 NP TLSTX - Stock Index Fund 364 0,00 11 0,00
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 341 286 −4,56 10 082 −7,23
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 754 39,37 23 46,67
2025-08-28 NP NCGFX - New Covenant Growth Fund 1 820 0,00 55 5,88
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 501 −2,72 15 7,14
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 158 352 −0,64 4 675 −4,02
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 810 0,00 378 −2,83
2025-08-27 NP SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 15 780 0,00 474 6,04
2025-08-29 NP WWSAX - Teton Westwood Small Cap Equity Fund Class A 19 597 −5,42 589 0,17
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 42 362 −17,08 1 251 −19,92
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 702 3,66 257 0,78
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 579 0,00 498 5,96
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144 841 8,97 4 276 5,27
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 2 100 −96,10 62 −94,28
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 38 838 −32,75 1 167 −28,77
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 8 000 −64,96 236 −65,95
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 52 388 −21,88 1 548 −24,05
Other Listings
DE:UVE 24,40 €
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