Position in UVSP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,094,793
+$462,236 QoQ
Shares Held
47,881
+0.5% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#59
of 219 holders
Holding Since
Sep 2023
12 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, 2026Everhart Financial Group, Inc. holds $12,690,179 across 19 Banks - Regional names. UVSP ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UVSP |
UNIVEST FINANCIAL Corp
This page
|
47,881 | $2,094,793 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
23,279 | $1,631,159 | |
| 3 | BUSE |
First Busey Corp /Nv/
|
41,689 | $1,229,825 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
59,514 | $1,055,183 | |
| 5 | UCB |
United Community Banks Inc
|
25,463 | $893,496 | |
| 6 | USB |
US Bancorp De
|
12,785 | $772,214 | |
| 7 | HOMB |
Home Bancshares Inc
|
21,967 | $627,157 | |
| 8 | GABC |
German American Bancorp, Inc.
|
11,882 | $563,919 |
All Filings in UVSP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,094,793 | 47,881 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,632,557 | 47,652 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,316,409 | 40,208 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,172,010 | 39,041 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $951,577 | 31,677 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $806,813 | 28,449 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $815,626 | 27,639 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $740,644 | 26,320 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $506,209 | 22,173 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $400,993 | 19,260 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $248,652 | 11,287 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $190,171 | 10,942 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||