Position in UVSP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$459,375
+$91,080 QoQ
Shares Held
10,500
-2.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#119
of 222 holders
Holding Since
Dec 2020
23 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, 2026Insight Advisors, LLC/ PA holds $674,846 across 2 Banks - Regional names. UVSP ranks #1 (68.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
This page
|
10,500 | $459,375 | |
| 2 | TFC |
Truist Financial Corp
|
4,325 | $215,471 |
All Filings in UVSP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,375 | 10,500 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $368,295 | 10,750 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $384,695 | 11,750 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $352,735 | 11,750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $352,970 | 11,750 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $666,460 | 23,500 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $346,742 | 11,750 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $429,135 | 15,250 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $370,987 | 16,250 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $338,325 | 16,250 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $357,987 | 16,250 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $282,425 | 16,250 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $289,280 | 16,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $379,840 | 16,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $418,080 | 16,000 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $375,680 | 16,000 | Shares | Sole | 2022-12-12 | |
| 2022-06-30 | $407,040 | 16,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $428,160 | 16,000 | Shares | Sole | 2022-06-02 | |
| 2021-12-31 | $538,560 | 18,000 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $493,020 | 18,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $474,660 | 18,000 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $514,620 | 18,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $492,108 | 23,912 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||