STOCK TITAN
  1. Home
  2. Sec-filings
  3. UVSP
  4. [13F-HR] UNIVEST FINANCIAL Corp SEC Filing

Univest Financial (NASDAQ: UVSP) files Form 13F showing $2.04B across 478 positions

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Univest Financial Corp filed a quarterly Form 13F-HR as an institutional investment manager, reporting its equity and related securities holdings. The filing is a full 13F Holdings Report, indicating that all holdings managed by Univest Financial and its included managers are covered.

The report lists 2 other included managers, Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. In total, the information table includes 478 reportable positions with an aggregate reported value of $2,037,113,763 as of the reporting date, rounded to the nearest dollar.

Positive

  • None.

Negative

  • None.
Form 13F Information Table Value Total $2,037,113,763 Aggregate value of reportable holdings, rounded to nearest dollar
Form 13F Information Table Entry Total 478 positions Number of reportable securities positions in the information table
Number of Other Included Managers 2 Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC
Form 13F regulatory
"Form 13F Information Table Value Total: 2,037,113,763"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
Institutional Investment Manager regulatory
"The institutional investment manager filing this report and the person by whom it is signed"
13F HOLDINGS REPORT regulatory
"Report Type (Check only one.) X | 13F HOLDINGS REPORT."

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

FAQ

What is Univest Financial Corp (UVSP) reporting in this Form 13F-HR?
Univest Financial Corp is reporting its institutional investment holdings in a Form 13F-HR. The filing covers all reportable positions managed by the firm and its included managers for the relevant quarter.

How many positions does Univest Financial Corp (UVSP) report on its latest 13F?
Univest Financial Corp reports 478 positions in its Form 13F information table. These represent all reportable securities holdings under its management for the filing period.

What is the total value of the holdings reported by Univest Financial Corp (UVSP)?
The total value of holdings reported is $2,037,113,763, rounded to the nearest dollar. This figure aggregates all reportable securities positions included in the Form 13F information table.

How many other managers are included in Univest Financial Corp’s (UVSP) 13F report?
The report identifies 2 other included managers: Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. Their holdings are consolidated into this Form 13F-HR report.

Is Univest Financial Corp’s (UVSP) filing a full holdings report or a notice?
It is a 13F Holdings Report, meaning all holdings of the reporting manager are included. It is not filed as a 13F Notice or a Combination Report.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2026
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: UNIVEST FINANCIAL Corp
Address: 14 North Main Street
Po Box 197
SOUDERTON, PA 18964
Form 13F File Number: 028-03779
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Beth Nauman
Title: Compliance Trust Officer
Phone: 215-703-5240
Signature, Place, and Date of Signing:
/s/ Beth Nauman Souderton, PA 08-07-2026
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 2
Form 13F Information Table Entry Total: 478
Form 13F Information Table Value Total: 2,037,113,763
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 Univest Bank & Trust Co. 028-24482 0002044850
2 GIRARD ADVISORY SERVICES, LLC 028-15798 000039163 801-60354 0001000490

Source: View Original Filing on SEC EDGAR