LOGAN CAPITAL MANAGEMENT INC
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 1121330
Newtown Square, PA
Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,126,250
+$2,126,250 QoQ
Shares Held
48,600
Ownership
0.176%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#59
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Derivatives in UVSP
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,665,036
PutShares
48,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $53,778,461 across 16 Banks - Regional names. UVSP ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
177,375 | $8,836,822 | |
| 2 | LYG |
Lloyds Banking Group plc
|
1,374,230 | $8,011,760 | |
| 3 | USB |
US Bancorp \De\
|
132,595 | $8,008,738 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
28,196 | $6,942,418 | |
| 5 | FULT |
Fulton Financial Corp
|
204,200 | $4,939,598 | |
| 6 | CBU |
Community Financial System, Inc.
|
56,000 | $3,758,720 | |
| 7 | FRAF |
Franklin Financial Services Corp /Pa/
|
40,550 | $2,538,430 | |
| 8 | RF |
Regions Financial Corp
|
79,372 | $2,397,034 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,126,250 | 48,600 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,665,036 | 48,600 | Put | Other | 2026-05-08 | |
| 2025-12-31 | $1,591,164 | 48,600 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $1,458,972 | 48,600 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,459,944 | 48,600 | Shares | Other | 2025-08-01 | |
| 2025-03-31 | $1,430,109 | 50,427 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,488,100 | 50,427 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,419,015 | 50,427 | Shares | Other | 2024-12-06 | |
| 2024-06-30 | $1,151,248 | 50,427 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,049,890 | 50,427 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,110,906 | 50,427 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $876,421 | 50,427 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $911,720 | 50,427 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,197,136 | 50,427 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,317,657 | 50,427 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,184,025 | 50,427 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,282,862 | 50,427 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,349,426 | 50,427 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,508,775 | 50,427 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,381,195 | 50,427 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,329,759 | 50,427 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,441,707 | 50,427 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,037,787 | 50,427 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $724,635 | 50,427 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $813,891 | 50,427 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $821,940 | 50,364 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||