Creative Planning

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1540235 OVERLAND PARK, KS

Position in UVSP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,754,712

+$1,132,109 QoQ

Shares Held

85,822

+12.1% QoQ

Ownership

0.311%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#43

of 222 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. UVSP ranks #58 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	834,708	$50,416,362
2	PNC	Pnc Financial Services Group, Inc.	139,365	$34,314,449
3	KB	KB Financial Group Inc.	298,911	$31,373,698
4	CFG	Citizens Financial Group Inc/Ri	434,304	$30,431,680
5	WF	Woori Financial Group Inc.	519,254	$29,805,179
6	SHG	Shinhan Financial Group Co Ltd	471,068	$29,795,050
7	FITB	Fifth Third Bancorp	455,485	$25,675,688
8	TFC	Truist Financial Corp	513,102	$25,562,741

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,754,712	85,822	+12.1%	Shares	Defined	2026-08-13
2026-03-31	$2,622,603	76,550	+1.4%	Shares	Sole	2026-05-12
2025-12-31	$2,472,164	75,509	+6.3%	Shares	Sole	2026-02-17
2025-09-30	$2,132,530	71,037	-0.1%	Shares	Defined	2025-11-14
2025-06-30	$2,135,993	71,105	+24.4%	Shares	Defined	2025-08-08
2025-03-31	$1,621,227	57,166	-6.1%	Shares	Sole	2025-05-15
2024-12-31	$1,796,952	60,893	+12.5%	Shares	Defined	2025-02-14
2024-09-30	$1,523,274	54,132	+34.6%	Shares	Defined	2024-10-11
2024-06-30	$918,220	40,220	+21.9%	Shares	Defined	2024-08-15
2024-03-31	$686,809	32,988	+5.2%	Shares	Defined	2024-05-13
2023-12-31	$690,948	31,364	+144.5%	Shares	Defined	2024-02-14
2023-09-30	$222,968	12,829	-4.0%	Shares	Sole	2023-11-16
2023-06-30	$241,693	13,368	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.