Position in UVSP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,650
+$5,360 QoQ
Shares Held
312
+28.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 222 holders
Holding Since
Sep 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. UVSP ranks #86 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp De
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in UVSP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,650 | 312 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,290 | 242 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,923 | 242 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,142 | 138 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,574 | 119 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $368 | 13 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $383 | 13 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $791 | 38 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $17 | 484 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,065 | 812 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $17,833 | 701 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,525 | 57 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,705 | 57 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $958 | 35 | Shares | Sole | 2021-10-06 | |
| No filing history on record for this holder in this stock. | ||||||