UNIVEST FINANCIAL Corp (UVSP) — Institutional Holders, Q2 2026 (page 3)
223 institutional investment managers reported a UVSP position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $994.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 223. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UVSP 13F holders ranked 201–223 of 223
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SIMPLEX TRADING#201 · 70 sh | 70 | $3.1K | 0.00% | New |
| 202 | PICTON MAHONEY ASSET MANAGEMENT#202 · 69 sh | 69 | $3.0K | 0.00% | New |
| 203 | PRIVATE NA#203 · 62 sh | 62 | $2.7K | — | 0.0% |
| 204 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#204 · 52 sh | 52 | $2.3K | <0.01% | 0.0% |
| 205 | Rossby Financial, LCC#205 · 50 sh | 50 | $2.2K | <0.01% | 0.0% |
| 206 | Larson Financial Group#206 · 45 sh | 45 | $2.0K | <0.01% | 0.0% |
| 207 | True Wealth Design#207 · 45 sh | 45 | $2.0K | — | -21.1% |
| 208 | Silver Grove Financial Group#208 · 44 sh | 44 | $1.9K | <0.01% | New |
| 209 | Basecamp Wealth Advisors#209 · 41 sh | 41 | $1.8K | <0.01% | +36.7% |
| 210 | ASSETMARK#210 · 38 sh | 38 | $1.7K | — | New |
| 211 | RAFFA WEALTH MANAGEMENT#211 · 33 sh | 33 | $1.4K | <0.01% | 0.0% |
| 212 | Versant Capital Management#212 · 33 sh | 33 | $1.4K | — | 0.0% |
| 213 | SJS Investment Consulting#213 · 25 sh | 25 | $1.1K | — | +31.6% |
| 214 | Covestor Ltd#214 · 11 sh | 11 | $1.0K | <0.01% | +57.1% |
| 215 | Clearstead Advisors#215 · 19 sh | 19 | $832.00 | 0.00% | New |
| 216 | Fortitude Family Office#216 · 16 sh | 16 | $700.00 | — | New |
| 217 | Wealth Enhancement Services#217 · 13 sh | 13 | $569.00 | — | New |
| 218 | Stone House Investment Management#218 · 8 sh | 8 | $350.00 | — | 0.0% |
| 219 | SBI Securities , Ltd.#219 · 5 sh | 5 | $219.00 | — | 0.0% |
| 220 | GHP Investment Advisors#220 · 2 sh | 2 | $88.00 | — | 0.0% |
| 221 | TFC Financial Management#221 · 1 sh | 1 | $44.00 | — | 0.0% |
| 222 | JPL Wealth Management#222 · 1 sh | 1 | $44.00 | 0.00% | 0.0% |
| 223 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#223 · 32,762 sh | 32,762 | — | — | +23.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.