Compass Ion Advisors, LLC

Position in UVSP — UNIVEST FINANCIAL Corp

CIK 1621100 CONSHOHOCKEN, PA

Position in UVSP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,629,906

+$353,653 QoQ

Shares Held

37,255

+0.0% QoQ

Ownership

0.135%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#65

of 222 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Compass Ion Advisors, LLC holds $2,708,054 across 3 Banks - Regional names. UVSP ranks #1 (60.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UVSP	UNIVEST FINANCIAL Corp This page	37,255	$1,629,906
2	PNFP	Pinnacle Financial Partners, Inc.	8,671	$874,730
3	HOMB	Home Bancshares Inc	7,125	$203,418

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,629,906	37,255	+0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,276,253	37,252	+0.0%	Shares	Sole	2026-04-13
2025-12-31	$1,219,499	37,248	+0.0%	Shares	Sole	2026-01-29
2025-09-30	$1,118,034	37,243	+0.3%	Shares	Sole	2025-10-29
2025-06-30	$1,115,805	37,144	+0.3%	Shares	Sole	2025-07-11
2025-03-31	$1,050,652	37,047	+0.2%	Shares	Sole	2025-04-22
2024-12-31	$1,090,571	36,956	+0.2%	Shares	Sole	2025-02-11
2024-09-30	$1,037,352	36,864	-3.9%	Shares	Sole	2024-10-18
2024-06-30	$876,078	38,374	0.0%	Shares	Sole	2024-07-12
2024-03-31	$798,946	38,374	+0.4%	Shares	Sole	2024-04-18
2023-12-31	$842,383	38,238	+0.4%	Shares	Sole	2024-01-24
2023-09-30	$662,108	38,096	+0.4%	Shares	Sole	2023-11-03
2023-06-30	$686,117	37,949	-29.5%	Shares	Sole	2023-08-11
2023-03-31	$1,277,496	53,812	+3.4%	Shares	Sole	2023-04-18
2022-12-31	$1,359,282	52,020	-5.0%	Shares	Sole	2023-01-18
2022-09-30	$1,285,365	54,743	+5.6%	Shares	Sole	2022-10-18
2022-06-30	$1,318,529	51,829	+0.2%	Shares	Sole	2022-08-02
2022-03-31	$1,384,401	51,734	+0.2%	Shares	Sole	2022-04-20
2021-12-31	$1,545,457	51,653	+0.2%	Shares	Sole	2022-02-02
2021-09-30	$1,412,639	51,575	+0.0%	Shares	Sole	2021-10-28
2021-06-30	$1,359,795	51,566	+0.3%	Shares	Sole	2021-07-15
2021-03-31	$1,469,611	51,403	+0.2%	Shares	Sole	2021-04-19
2020-12-31	$1,056,042	51,314	0.0%	Shares	Sole	2021-02-11
2020-09-30	$737,382	51,314	-1.9%	Shares	Sole	2020-11-13
2020-06-30	$844,347	52,314	0.0%	Shares	Sole	2020-07-09
2020-03-31	$853,764	52,314	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.