CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in UVSP — UNIVEST FINANCIAL Corp
CIK 1766904
RICHMOND, VA
Position in UVSP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,593
+$1,647 QoQ
Shares Held
105
+22.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#197
of 222 holders
Holding Since
Sep 2020
23 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, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,615,667 across 27 Banks - Regional names. UVSP ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,089 | $514,347 | |
| 2 | MTB |
M&T Bank Corp
|
1,684 | $400,806 | |
| 3 | TFC |
Truist Financial Corp
|
7,243 | $360,840 | |
| 4 | BPOP |
Popular, Inc.
|
1,705 | $279,926 | |
| 5 | USB |
US Bancorp \De\
|
4,375 | $264,247 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
2,698 | $189,044 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,568 | $88,384 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
4,945 | $87,671 |
All Filings in UVSP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,593 | 105 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $2,946 | 86 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $2,815 | 86 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $2,581 | 86 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,583 | 86 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,985 | 70 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,593 | 54 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $338,861 | 12,042 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $274,917 | 12,042 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $249,590 | 11,988 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $264,095 | 11,988 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $211,827 | 12,188 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $190,527 | 10,538 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $250,172 | 10,538 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $267,518 | 10,238 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $240,388 | 10,238 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $260,454 | 10,238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $273,968 | 10,238 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $306,320 | 10,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $280,418 | 10,238 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $269,976 | 10,238 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,162 | 1,055 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $164,364 | 11,438 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||