MORGAN STANLEY

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 895421 NEW YORK, NY

Back to UVSP Full portfolio

Position in UVSP

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,969,827

+$2,332,578 QoQ

Shares Held

250,739

-0.5% QoQ

Ownership

0.909%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#23

of 222 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Common Shares in UVSP Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,435,249 across 309 Banks - Regional names. UVSP ranks #124 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

All Filings in UVSP

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,969,827	250,739	-0.5%	Shares	Defined	2026-08-13
2026-03-31	$8,637,249	252,109	-8.3%	Shares	Defined	2026-05-15
2025-12-31	$8,999,434	274,876	+18.9%	Shares	Defined	2026-05-27
2025-09-30	$6,939,210	231,153	-14.7%	Shares	Defined	2026-05-27
2025-06-30	$8,139,336	270,950	+20.1%	Shares	Defined	2025-08-15
2025-03-31	$6,400,168	225,676	-28.6%	Shares	Defined	2025-05-15
2024-12-31	$9,322,176	315,899	+0.8%	Shares	Defined	2025-05-15
2024-09-30	$8,818,257	313,371	+36.4%	Shares	Defined	2025-05-14
2024-06-30	$5,244,891	229,737	+4.4%	Shares	Defined	2025-05-14
2024-03-31	$4,583,060	220,128	-19.9%	Shares	Defined	2024-10-17
2023-12-31	$6,055,625	274,881	+40.5%	Shares	Defined	2024-08-16
2023-09-30	$3,400,028	195,629	-10.5%	Shares	Defined	2023-11-15
2023-06-30	$3,949,915	218,469	-17.9%	Shares	Defined	2023-08-14
2023-03-31	$6,318,610	266,159	-0.6%	Shares	Defined	2023-05-15
2022-12-31	$6,993,848	267,656	+1.3%	Shares	Defined	2023-02-14
2022-09-30	$6,201,886	264,135	-10.5%	Shares	Defined	2022-11-14
2022-06-30	$7,506,245	295,057	+480.3%	Shares	Defined	2022-10-27
2022-03-31	$1,360,717	50,849	-6.9%	Shares	Defined	2022-10-27
2021-12-31	$1,633,629	54,600	+25.3%	Shares	Defined	2022-02-14
2021-09-30	$1,193,762	43,584	+31.3%	Shares	Defined	2021-11-15
2021-06-30	$875,639	33,206	+270.5%	Shares	Defined	2021-08-23
2021-03-31	$256,252	8,963	-77.5%	Shares	Defined	2021-05-17
2020-12-31	$821,449	39,915	+14.3%	Shares	Defined	2021-02-16
2020-09-30	$502,014	34,935	+25.1%	Shares	Defined	2020-11-13
2020-06-30	$450,708	27,925	+198.6%	Shares	Defined	2020-08-14
2020-03-31	$152,639	9,353	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.