Dakota Wealth Management
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 1631353
PALM BEACH GARDENS, FL
Position in UVSP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$598,718
+$129,870 QoQ
Shares Held
13,685
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#107
of 222 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $16,391,645 across 15 Banks - Regional names. UVSP ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
56,256 | $3,941,857 | |
| 2 | TFC |
Truist Financial Corp
|
63,717 | $3,174,380 | |
| 3 | USB |
US Bancorp \De\
|
31,731 | $1,916,552 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
32,070 | $1,654,170 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
3,551 | $874,327 | |
| 6 | EWBC |
East West Bancorp Inc
|
6,364 | $821,528 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
21,055 | $674,812 | |
| 8 | CBSH |
Commerce Bancshares Inc /Mo/
|
10,955 | $632,651 |
All Filings in UVSP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,718 | 13,685 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $468,848 | 13,685 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $448,046 | 13,685 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||