WealthTrust Axiom LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1425949 WAYNE, PA

Position in UVSP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$447,431

+$97,054 QoQ

Shares Held

10,227

0.0% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#120

of 222 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WealthTrust Axiom LLC holds $7,196,453 across 5 Banks - Regional names. UVSP ranks #3 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	75,695	$4,266,927
2	PNC	Pnc Financial Services Group, Inc.	7,285	$1,793,712
3	UVSP	UNIVEST FINANCIAL Corp This page	10,227	$447,431
4	MTB	M&T Bank Corp	1,795	$427,227
5	TFC	Truist Financial Corp	5,242	$261,156

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,431	10,227	0.0%	Shares	Sole	2026-08-11
2026-03-31	$350,377	10,227	0.0%	Shares	Sole	2026-05-11
2025-12-31	$334,831	10,227	0.0%	Shares	Sole	2026-02-13
2025-09-30	$307,014	10,227	0.0%	Shares	Sole	2025-11-14
2025-06-30	$307,219	10,227	0.0%	Shares	Sole	2025-08-13
2025-03-31	$290,037	10,227	0.0%	Shares	Sole	2025-05-14
2024-12-31	$301,798	10,227	0.0%	Shares	Sole	2025-02-13
2024-09-30	$287,787	10,227	0.0%	Shares	Sole	2024-11-13
2024-06-30	$233,482	10,227	0.0%	Shares	Sole	2024-08-13
2024-03-31	$212,926	10,227	0.0%	Shares	Sole	2024-05-10
2023-12-31	$225,300	10,227	0.0%	Shares	Sole	2024-02-05
2023-09-30	$177,745	10,227	-2.0%	Shares	Sole	2023-11-03
2023-06-30	$188,646	10,434	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.