Position in UVSP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$593,687
+$130,801 QoQ
Shares Held
13,570
+0.4% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#108
of 222 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $23,415,103 across 23 Banks - Regional names. UVSP ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
78,940 | $4,449,847 | |
| 2 | USB |
US Bancorp \De\
|
53,314 | $3,220,165 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,798 | $2,904,903 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
45,188 | $2,609,607 | |
| 5 | RF |
Regions Financial Corp
|
68,838 | $2,078,907 | |
| 6 | TFC |
Truist Financial Corp
|
27,288 | $1,359,488 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,349 | $697,657 | |
| 8 | UVSP |
UNIVEST FINANCIAL Corp
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|
13,570 | $593,687 |
All Filings in UVSP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,687 | 13,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $462,886 | 13,511 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $468,443 | 14,308 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $426,013 | 14,191 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||