Position in UVSP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,061,856
+$254,657 QoQ
Shares Held
24,271
+3.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
1.68%
of 13F equity value
Holder Rank
#77
of 222 holders
Holding Since
Mar 2020
24 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, 2026Bernardo Wealth Planning LLC holds $1,339,091 across 2 Banks - Regional names. UVSP ranks #1 (79.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
This page
|
24,271 | $1,061,856 | |
| 2 | BHRB |
Burke & Herbert Financial Services Corp.
|
3,858 | $277,235 |
All Filings in UVSP
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,856 | 24,271 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $807,199 | 23,561 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $769,782 | 23,512 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $725,643 | 24,172 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $621,467 | 20,688 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $338,419 | 11,933 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $352,054 | 11,930 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $363,765 | 12,927 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $295,054 | 12,924 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $260,104 | 12,493 | Shares | Sole | 2024-05-07 | |
| 2023-09-30 | $175,277 | 10,085 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $199,765 | 11,049 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $327,137 | 13,780 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $359,757 | 13,768 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $322,990 | 13,756 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $359,111 | 14,116 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $377,316 | 14,100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $392,311 | 13,112 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $295,784 | 10,799 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $280,365 | 10,632 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $303,940 | 10,631 | Shares | Sole | 2021-04-23 | |
| 2020-09-30 | $290,417 | 20,210 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $354,498 | 21,964 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $337,726 | 20,694 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||