SIGNATUREFD, LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1456048 ATLANTA, GA

Position in UVSP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$135,362

+$37,173 QoQ

Shares Held

3,094

+8.0% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#157

of 222 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. UVSP ranks #46 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPOP	Popular, Inc.	42,371	$6,956,470
2	KB	KB Financial Group Inc.	30,396	$3,190,364
3	MFG	Mizuho Financial Group Inc	298,688	$2,861,431
4	WF	Woori Financial Group Inc.	49,721	$2,853,985
5	TFC	Truist Financial Corp	46,814	$2,332,273
6	SHG	Shinhan Financial Group Co Ltd	35,020	$2,215,015
7	PNC	Pnc Financial Services Group, Inc.	8,757	$2,156,148
8	LYG	Lloyds Banking Group plc	301,587	$1,758,252

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,362	3,094	+8.0%	Shares	Sole	2026-07-24
2026-03-31	$98,189	2,866	+1.4%	Shares	Sole	2026-04-07
2025-12-31	$92,555	2,827	-2.5%	Shares	Sole	2026-01-20
2025-09-30	$87,058	2,900	-0.3%	Shares	Sole	2025-10-21
2025-06-30	$87,356	2,908	-3.4%	Shares	Sole	2025-07-16
2025-03-31	$85,363	3,010	-2.2%	Shares	Sole	2025-05-02
2024-12-31	$90,861	3,079	+2.5%	Shares	Sole	2025-02-10
2024-09-30	$84,504	3,003	+2.7%	Shares	Sole	2024-10-21
2024-06-30	$66,732	2,923	-1.2%	Shares	Sole	2024-07-29
2024-03-31	$61,627	2,960	+3.8%	Shares	Sole	2024-05-03
2023-12-31	$62,851	2,853	+212.8%	Shares	Sole	2024-02-01
2023-09-30	$15,850	912	-42.6%	Shares	Sole	2023-11-03
2023-06-30	$28,729	1,589	+141.9%	Shares	Sole	2023-08-01
2023-03-31	$15,597	657	-17.4%	Shares	Sole	2023-04-28
2022-12-31	$20,773	795	+3.0%	Shares	Sole	2023-01-30
2022-09-30	$18,126	772	-8.0%	Shares	Sole	2022-11-08
2022-06-30	$21,344	839	+26.2%	Shares	Sole	2022-08-10
2022-03-31	$17,795	665	+40.6%	Shares	Sole	2022-05-02
2021-12-31	$14,152	473	0.0%	Shares	Sole	2022-01-25
2021-09-30	$12,955	473	+15.1%	Shares	Sole	2021-10-28
2021-06-30	$10,838	411	0.0%	Shares	Sole	2021-07-26
2021-03-31	$11,750	411	+12.6%	Shares	Sole	2021-04-30
2020-12-31	$7,511	365	-48.7%	Shares	Sole	2021-02-11
2020-09-30	$10,231	712	-37.9%	Shares	Sole	2020-11-03
2020-06-30	$18,512	1,147	+357.0%	Shares	Sole	2020-07-30
2020-03-31	$4,096	251	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.