Position in UVSP
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$816,593
+$177,131 QoQ
Shares Held
18,665
0.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#94
of 222 holders
Holding Since
Mar 2025
6 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, 2026Bison Wealth, LLC holds $3,827,679 across 7 Banks - Regional names. UVSP ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,602 | $886,884 | |
| 2 | UVSP |
UNIVEST FINANCIAL Corp
This page
|
18,665 | $816,593 | |
| 3 | USB |
US Bancorp \De\
|
11,711 | $707,344 | |
| 4 | RF |
Regions Financial Corp
|
13,585 | $410,267 | |
| 5 | SSB |
SouthState Bank Corp
|
3,658 | $365,434 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,811 | $337,106 | |
| 7 | TFC |
Truist Financial Corp
|
6,103 | $304,051 |
All Filings in UVSP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,593 | 18,665 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $639,462 | 18,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $609,946 | 18,630 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $559,272 | 18,630 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $559,645 | 18,630 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $528,346 | 18,630 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||