Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,425
+$1,177 QoQ
Shares Held
124
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 222 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Glen Eagle Advisors, LLC holds $467,258 across 41 Banks - Regional names. UVSP ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
864 | $212,734 | |
| 2 | USB |
US Bancorp \De\
|
728 | $43,971 | |
| 3 | NEWT |
NewtekOne, Inc.
|
2,421 | $35,855 | |
| 4 | TFC |
Truist Financial Corp
|
700 | $34,874 | |
| 5 | BBT |
Beacon Financial Corp
|
771 | $23,476 | |
| 6 | LYG |
Lloyds Banking Group plc
|
2,681 | $15,630 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
555 | $9,840 | |
| 8 | WTFC |
Wintrust Financial Corp
|
40 | $6,428 |
All Filings in UVSP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,425 | 124 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,248 | 124 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,059 | 124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,722 | 124 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,724 | 124 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,516 | 124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,659 | 124 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,489 | 124 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,830 | 124 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,581 | 124 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $2,731 | 124 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $2,155 | 124 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $2,241 | 124 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $2,943 | 124 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $3,240 | 124 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $2,911 | 124 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $3,154 | 124 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $3,318 | 124 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $3,710 | 124 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $3,396 | 124 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $3,269 | 124 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $3,545 | 124 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $2,551 | 124 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $1,781 | 124 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $2,001 | 124 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||