Universal Financial Services, Inc. Financials, FR Y-9SP Data and Filings

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Bank Holding Company Minnesota RSSD 2387152 FRS Est. 1996

Universal Financial Services, Inc. is a bank holding company based in Minnesota with $499.6M in total consolidated assets as of June 30, 2026, on the consolidated assets memorandum line of its FR Y-9SP, a parent-company-only report. It owns 1 bank that files a call report: First State Bank and Trust ($499.0M in assets). It files with the SEC under CIK 1289107: see its filings on EDGAR.

Holding companies with less than $3 billion in assets file the semiannual FR Y-9SP rather than the quarterly FR Y-9C. The FR Y-9SP reports the parent company on its own, apart from one consolidated assets line, so deposits, loans, capital ratios and quarterly earnings sit in the bank's call report: see First State Bank and Trust.

Key Financials FR Y-9SP, as of June 30, 2026

Total consolidated assets: $499.6M
Total assets, parent only: $42.1M
Total equity, parent only: $37.2M
Net income, parent only (first half of 2026): $4.3M

Source: FR Y-9SP for June 30, 2026. Total consolidated assets covers the company and every subsidiary (Memoranda item 1, BHSP8519). The parent-only lines count the holding company itself, which carries its banks as an investment, and its net income is year to date. Bank-level figures in the tables below come from each bank's own call report.

Bank Subsidiaries 1 bank held directly or through another holding company

Bank	Charter	State	Total assets (call report)	Share of bank assets	Held through
First State Bank and Trust	State Non-Member Bank	MN	$499.0M	100.0%	Held directly

Questions About Universal Financial Services, Inc.

What are Universal Financial Services, Inc.'s total assets?

Universal Financial Services, Inc. reported $499.6M in total consolidated assets as of June 30, 2026, the figure it entered on the consolidated assets memorandum line of its FR Y-9SP filing with the Federal Reserve. The FR Y-9SP is a parent-company-only report that carries no consolidated balance sheet, and holding companies with less than $3 billion in assets file it semiannually instead of the quarterly FR Y-9C.

How many banks does Universal Financial Services, Inc. own?

Universal Financial Services, Inc. owns 1 bank that files a call report: First State Bank and Trust.

Who owns First State Bank and Trust?

First State Bank and Trust is owned by Universal Financial Services, Inc. The bank reported $499.0M in total assets on its latest call report.

Where can I find Universal Financial Services, Inc.'s FR Y-9SP?

Universal Financial Services, Inc. files the FR Y-9SP with the Federal Reserve every six months, as of June 30 and December 31. The reports are public on the FFIEC National Information Center under RSSD ID 2387152. This page summarizes the FR Y-9SP for Q2 2026.

Does Universal Financial Services, Inc. file with the SEC?

Yes. Universal Financial Services, Inc. files with the SEC under Central Index Key (CIK) 1289107.

Filing Details fiscal year and SEC registration

Fiscal year end: December 31
Ticker: —
SEC CIK: 1289107
SEC filings: —

Organization Map select + to expand a subsidiary's own holdings

Holding company Reporting bank Nonbank subsidiary

Universal Financial Services, Inc.

Holding Company MN RSSD 2387152

$499.6M
- First State Bank and Trust
  
  State Non-Member Bank MN RSSD 144856
  
  $499.0M
- Valley Agencies, Inc.
  
  Nonbank Subsidiary MN RSSD 2803867

Direct Subsidiaries 2 active direct subsidiaries

Entity	Type	State	Total Assets	Share of bank subsidiary assets
First State Bank and Trust · 144856	State Non-Member Bank	MN	$499.0M	100.0%
Valley Agencies, Inc. · 2803867	Nonbank Subsidiary	MN	—	—

Share of bank subsidiary assets divides each bank's total assets by the combined assets of the bank subsidiaries listed. Nonbank subsidiaries are not counted.

Regulator records: FFIEC NIC profile (RSSD 2387152)