Stone House Investment Management, LLC
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 1696497
TUNKHANNOCK, PA
Position in UVSP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$350
+$76 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 222 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Stone House Investment Management, LLC holds $3,554,406 across 74 Banks - Regional names. UVSP ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZNC |
Citizens & Northern Corp
|
49,090 | $1,144,287 | |
| 2 | PFIS |
Peoples Financial Services Corp.
|
11,832 | $785,289 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,802 | $689,908 | |
| 4 | CBU |
Community Financial System, Inc.
|
4,837 | $324,659 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
5,631 | $278,002 | |
| 6 | MTB |
M&T Bank Corp
|
282 | $67,118 | |
| 7 | CZFS |
Citizens Financial Services Inc
|
496 | $35,930 | |
| 8 | TFC |
Truist Financial Corp
|
601 | $29,941 |
All Filings in UVSP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350 | 8 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $274 | 8 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||