UNIVEST FINANCIAL Corp

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 102212 SOUDERTON, PA

Back to UVSP Full portfolio

Position in UVSP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$22,025,193

+$4,835,205 QoQ

Shares Held

503,433

+0.3% QoQ

Ownership

1.83%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#11

of 222 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Common Shares in UVSP Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

UNIVEST FINANCIAL Corp holds $23,722,119 across 3 Banks - Regional names. UVSP ranks #1 (92.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UVSP	UNIVEST FINANCIAL Corp This page	503,433	$22,025,193
2	WSFS	Wsfs Financial Corp	11,616	$891,295
3	PNC	Pnc Financial Services Group, Inc.	3,272	$805,631

All Filings in UVSP

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,025,193	503,433	+0.3%	Shares	Defined	2026-08-07
2026-03-31	$17,189,988	501,751	-18.7%	Shares	Defined	2026-05-01
2025-12-31	$20,217,799	617,526	+22.2%	Shares	Defined	2026-02-04
2025-09-30	$15,169,795	505,323	+0.5%	Shares	Other	2025-10-30
2025-06-30	$15,110,119	503,000	-3.4%	Shares	Other	2025-08-04
2025-03-31	$14,763,647	520,580	-2.1%	Shares	Defined	2025-05-08
2024-12-31	$15,694,243	531,828	+0.1%	Shares	Defined	2025-02-12
2024-09-30	$14,954,945	531,448	+31.5%	Shares	Other	2024-11-14
2024-06-30	$9,228,091	404,209	-0.3%	Shares	Other	2024-08-05
2024-03-31	$8,442,322	405,491	-6.8%	Shares	Sole	2024-05-08
2023-12-31	$9,586,662	435,164	-16.1%	Shares	Other	2024-02-06
2023-09-30	$9,011,494	518,498	-0.3%	Shares	Sole	2023-11-08
2023-06-30	$9,404,546	520,163	+4.9%	Shares	Sole	2023-08-08
2023-03-31	$11,770,790	495,821	-2.8%	Shares	Sole	2023-05-08
2022-12-31	$13,329,042	510,105	-3.0%	Shares	Other	2023-02-10
2022-09-30	$12,344,445	525,743	-0.3%	Shares	Other	2022-11-04
2022-06-30	$13,414,994	527,319	-0.8%	Shares	Other	2022-08-05
2022-03-31	$14,219,032	531,354	-2.0%	Shares	Other	2022-05-05
2021-12-31	$16,222,384	542,192	-0.2%	Shares	Other	2022-02-08
2021-09-30	$14,874,331	543,057	-6.8%	Shares	Sole	2021-11-12
2021-06-30	$15,361,658	582,543	-2.3%	Shares	Sole	2021-07-20
2021-03-31	$17,046,530	596,241	-0.4%	Shares	Other	2021-04-14
2020-12-31	$12,317,129	598,500	+0.3%	Shares	Sole	2021-01-19
2020-09-30	$8,575,971	596,797	+0.2%	Shares	Sole	2020-10-13
2020-06-30	$9,615,194	595,737	-0.2%	Shares	Sole	2020-07-09
2020-03-31	$9,740,460	596,842	—	Shares	Other	2020-05-05
No filing history on record for this holder in this stock.