Synergy Investment Management, LLC
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,368
New position
Shares Held
397
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#182
of 222 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Synergy Investment Management, LLC holds $404,516 across 24 Banks - Regional names. UVSP ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
1,098 | $76,936 | |
| 2 | HDB |
Hdfc Bank Ltd
|
2,364 | $61,061 | |
| 3 | RF |
Regions Financial Corp
|
1,859 | $56,141 | |
| 4 | FITB |
Fifth Third Bancorp
|
628 | $35,399 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
138 | $33,977 | |
| 6 | USB |
US Bancorp De
|
484 | $29,233 | |
| 7 | MTB |
M&T Bank Corp
|
104 | $24,752 | |
| 8 | UVSP |
UNIVEST FINANCIAL Corp
This page
|
397 | $17,368 |
All Filings in UVSP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,368 | 397 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||