UVSP UNIVEST FINANCIAL CORPORATIO
FollowCOM (common), issuer CIK 102212
214 managers (222 13F filers) reported a position in UVSP shares at 2026-06-30, 22,772,676 shares in all. 28 filers opened a position and 16 filers sold out during the quarter.
- Managers
- 214
- 13F filers
- 222
- New
- 28
- Added
- 83
- Reduced
- 56
- Sold out
- 16
- Shares held by filers
- 22,772,676
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Basecamp Wealth Advisors LLC | 41 | $1.79K | <0.01% | +11 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 38 | $1.66K | <0.01% | new | 13F-HRTimelineGroup |
| RAFFA WEALTH MANAGEMENT, LLC | 33 | $1.44K | <0.01% | 0 | 13F-HRTimeline |
| Versant Capital Management, Inc | 33 | $1.44K | <0.01% | 0 | 13F-HRTimeline |
| SJS Investment Consulting Inc. | 25 | $1.09K | <0.01% | +6 | 13F-HRTimeline |
| Covestor Ltd | 11 | $1K | <0.01% | +4 | 13F-HRTimeline |
| Clearstead Advisors, LLC | 19 | $832 | <0.01% | new | 13F-HRTimeline |
| Fortitude Family Office, LLC | 16 | $700 | <0.01% | new | 13F-HRTimeline |
| Wealth Enhancement Trust Services, Inc. | 13 | $569 | <0.01% | new | 13F-HR/ATimeline |
| Stone House Investment Management, LLC | 8 | $350 | <0.01% | 0 | 13F-HRTimeline |
| SBI Securities Co., Ltd. | 5 | $219 | <0.01% | 0 | 13F-HRTimeline |
| GHP Investment Advisors, Inc. | 2 | $88 | <0.01% | 0 | 13F-HRTimeline |
| TFC Financial Management, Inc. | 1 | $44 | <0.01% | 0 | 13F-HRTimeline |
| JPL Wealth Management, LLC | 1 | $44 | <0.01% | 0 | 13F-HRTimeline |