Ullmann Wealth Partners Group, LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1697725 JACKSONVILLE BEACH, FL

Position in UVSP

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

Position Value

$350,700

+$76,072 QoQ

Shares Held

8,016

0.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#137

of 222 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ullmann Wealth Partners Group, LLC holds $1,788,964 across 4 Banks - Regional names. UVSP ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	13,398	$809,239
2	FITB	Fifth Third Bancorp	6,817	$384,274
3	UVSP	UNIVEST FINANCIAL Corp This page	8,016	$350,700
4	FRME	First Merchants Corp	5,602	$244,751

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,700	8,016	0.0%	Shares	Sole	2026-08-10
2026-03-31	$274,628	8,016	—	Shares	Sole	2026-04-13
No filing history on record for this holder in this stock.