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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1631073 WASHINGTON, DC
Back to UVSP Full portfolio

Position in UVSP

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,443
+$313 QoQ
Shares Held
33
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 222 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UVSP Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $1,485,312 across 89 Banks - Regional names. UVSP ranks #28 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EGBN
Eagle Bancorp Inc
 43,105 $1,223,750
2 MFG
Mizuho Financial Group Inc
 2,203 $21,104
3 PNC
Pnc Financial Services Group, Inc.
 77 $18,958
4 SHG
Shinhan Financial Group Co Ltd
 277 $17,520
5 WF
Woori Financial Group Inc.
 300 $17,220
6 KB
KB Financial Group Inc.
 159 $16,688
7 IBN
Icici Bank Ltd
 557 $16,169
8 HDB
Hdfc Bank Ltd
 611 $15,782

All Filings in UVSP

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,443 33
2026-03-31 $1,130 33
2025-12-31 $1,080 33
2025-09-30 $990 33
2025-06-30 $991 33
2025-03-31 $935 33
2024-12-31 $973 33
2024-09-30 $928 33
2024-06-30 $753 33
2024-03-31 $687 33
2023-12-31 $726 33
2023-09-30 $573 33
2023-06-30 $596 33
2023-03-31 $783 33
2022-12-31 $862 33
2022-09-30 $774 33
2022-06-30 $839 33
2022-03-31 $883 33
2021-12-31 $987 33
2021-09-30 $903 33
2021-06-30 $870 33
2021-03-31 $943 33

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