Smartleaf Asset Management LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 2010393 BOSTON, MA

Position in UVSP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,662,500

+$360,620 QoQ

Shares Held

38,000

0.0% QoQ

Ownership

0.138%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#62

of 219 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $25,435,477 across 188 Banks - Regional names. UVSP ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	12,701	$3,127,240
2	USB	US Bancorp De	31,191	$1,883,936
3	UVSP	UNIVEST FINANCIAL Corp This page	38,000	$1,662,500
4	TFC	Truist Financial Corp	28,703	$1,429,983
5	MFG	Mizuho Financial Group Inc	139,392	$1,335,375
6	HBAN	Huntington Bancshares Inc /Md/	59,857	$1,061,264
7	LYG	Lloyds Banking Group plc	164,084	$956,609
8	MTB	M&T Bank Corp	3,995	$950,849

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,662,500	38,000	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,301,880	38,000	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,245,724	38,049	+2.1%	Shares	Sole	2026-02-13
2025-09-30	$1,119,175	37,281	+0.6%	Shares	Sole	2025-11-05
2025-06-30	$1,112,951	37,049	-5.4%	Shares	Sole	2025-08-14
2025-03-31	$1,110,747	39,166	+33.4%	Shares	Sole	2025-05-14
2024-12-31	$866,266	29,355	-0.9%	Shares	Sole	2025-02-05
2024-09-30	$833,957	29,636	-2.0%	Shares	Sole	2024-11-13
2024-06-30	$690,630	30,251	+1.2%	Shares	Sole	2024-10-08
2024-03-31	$622,080	29,879	+10.6%	Shares	Sole	2024-10-07
2023-12-31	$595,250	27,020	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.