IVC Wealth Advisors LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1842811 SILVERDALE, PA

Position in UVSP

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$959,743

+$208,182 QoQ

Shares Held

21,937

0.0% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#81

of 222 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IVC Wealth Advisors LLC holds $5,599,455 across 5 Banks - Regional names. UVSP ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	47,770	$2,379,901
2	CZNC	Citizens & Northern Corp	54,608	$1,272,912
3	UVSP	UNIVEST FINANCIAL Corp This page	21,937	$959,743
4	PNC	Pnc Financial Services Group, Inc.	2,110	$519,524
5	USB	US Bancorp \De\	7,738	$467,375

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959,743	21,937	0.0%	Shares	Sole	2026-07-14
2026-03-31	$751,561	21,937	-2.2%	Shares	Sole	2026-04-16
2025-12-31	$734,259	22,427	-44.1%	Shares	Sole	2026-01-16
2025-09-30	$1,204,012	40,107	0.0%	Shares	Sole	2025-10-09
2025-06-30	$1,204,814	40,107	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,137,434	40,107	0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,183,557	40,107	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,128,610	40,107	0.0%	Shares	Sole	2024-10-24
2024-06-30	$915,642	40,107	-0.6%	Shares	Sole	2024-07-16
2024-03-31	$839,941	40,343	-1.0%	Shares	Sole	2024-04-19
2023-12-31	$897,436	40,737	-0.6%	Shares	Sole	2024-01-10
2023-09-30	$712,354	40,987	0.0%	Shares	Sole	2023-10-05
2023-06-30	$741,044	40,987	+0.6%	Shares	Sole	2023-07-13
2023-03-31	$967,096	40,737	+0.2%	Shares	Sole	2023-04-13
2022-12-31	$1,061,844	40,637	+7.9%	Shares	Sole	2023-01-17
2022-09-30	$884,045	37,651	+0.5%	Shares	Sole	2022-10-12
2022-06-30	$953,389	37,476	-7.7%	Shares	Sole	2022-07-11
2022-03-31	$1,086,777	40,612	0.0%	Shares	Sole	2022-04-27
2021-12-31	$1,215,111	40,612	-9.0%	Shares	Sole	2022-01-13
2021-09-30	$1,221,922	44,612	-2.0%	Shares	Sole	2021-10-08
2021-06-30	$1,200,942	45,542	0.0%	Shares	Sole	2021-07-13
2021-03-31	$1,302,045	45,542	-4.1%	Shares	Sole	2021-04-20
2020-12-31	$977,488	47,497	—	Shares	Sole	2021-02-01
No filing history on record for this holder in this stock.