UVSP — Univest Financial Corporatio 机构持仓 · 2026年Q3
谁持有 Univest Financial Corporatio(UVSP)?2026年Q3(报告期截至 2026-09-30)共有 9 家机构在 SEC 13F 申报中报告持有,合计 314.16 万美元。前几大持有机构:Everhart Financial Group, Inc.(200.00 万美元)、Graves Light Lenhart Wealth, Inc.(100.00 万美元)、Farther Finance Advisors, LLC(4.40 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Everhart Financial Group, Inc. | $2.0M | 49,737 | 增持 |
| 2 | Graves Light Lenhart Wealth, Inc. | $1.0M | 24,450 | 持平 |
| 3 | Farther Finance Advisors, LLC | $44,013 | 1,074 | 增持 |
| 4 | GAMMA Investing LLC | $30,858 | 753 | 增持 |
| 5 | Grove Bank & Trust | $19,834 | 484 | 持平 |
| 6 | MassMutual Private Wealth & Trust, FSB | $5,204 | 127 | 减持 |
| 7 | Versant Capital Management, Inc | $1,352 | 33 | 持平 |
| 8 | GK Wealth Management LLC | $149 | 4 | 新建仓 |
| 9 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30