Arax Advisory Partners

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1586767 DENVER, CO

Position in UVSP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$101,325

+$78,166 QoQ

Shares Held

2,316

+242.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#164

of 222 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

Arax Advisory Partners holds $129,195,647 across 278 Banks - Regional names. UVSP ranks #100 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	114,053	$28,082,129
2	CFG	Citizens Financial Group Inc/Ri	170,540	$11,949,737
3	FCNCA	First Citizens Bancshares Inc /De/	2,790	$5,805,404
4	USB	US Bancorp \De\	89,189	$5,387,015
5	BPOP	Popular, Inc.	32,678	$5,365,074
6	TFC	Truist Financial Corp	85,253	$4,247,304
7	FULT	Fulton Financial Corp	170,976	$4,135,909
8	BFST	Business First Bancshares, Inc.	110,128	$3,384,233

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$101,325	2,316	+242.6%	Shares	Sole	2026-08-10
2026-03-31	$23,159	676	+1.3%	Shares	Sole	2026-05-13
2025-12-31	$21,837	667	-87.4%	Shares	Sole	2026-02-13
2025-09-30	$159,226	5,304	+637.7%	Shares	Sole	2025-11-14
2024-12-31	$21,217	719	0.0%	Shares	Sole	2025-02-05
2024-09-30	$20,232	719	0.0%	Shares	Sole	2024-11-06
2024-06-30	$16,414	719	-71.2%	Shares	Sole	2024-08-06
2021-06-30	$65,925	2,500	-10.7%	Shares	Sole	2021-08-02
2020-12-31	$57,624	2,800	0.0%	Shares	Sole	2021-02-03
2020-09-30	$40,236	2,800	-59.4%	Shares	Sole	2020-11-12
2020-06-30	$111,317	6,897	-42.0%	Shares	Sole	2020-08-06
2020-03-31	$194,159	11,897	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.