UVSP β€” UNIVEST FINANCIAL CORPORATIO

Ownership history in Evergreen Private Wealth LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in UNIVEST FINANCIAL CORPORATIO (UVSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    UVSP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 87 β€” 0% 0.00% $3K $29.61
2025 Q2 INITIATED 87 β€” β€” 0.00% $3K $29.40

🏒 Other funds also holding UVSP

As of 2025 Q4 β€” sorted by position size

ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 2.25% UNIVEST FINANCIAL Corp 3Y 7Y 1.07% Leeward Investments, LLC - MA 3Y 0.56% IVC Wealth Advisors LLC 3Y 0.32% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.17% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.15% Bernardo Wealth Planning LLC 3Y 7Y 0.15% Everhart Financial Group, Inc. 3Y 0.12% Compass Ion Advisors, LLC 3Y 0.12% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.08%
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