Univest Financial reports $2.13B in holdings

Univest Bank & Trust Co. and Girard Advisory Services, LLC are listed as other included managers in the UVSP holdings report.

Available on EDGAR 11/05/2026 - 05:24 PM EST Accepted by SEC EDGAR 11/05/2026 - 05:23 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

UNIVEST FINANCIAL Corp (UVSP), acting as an institutional investment manager, reported 485 Form 13F information table entries with a value total of $2,134,306,311, rounded to the nearest dollar. Two other included managers are listed: Univest Bank & Trust Co. and Girard Advisory Services, LLC.

Filing Explained

Univest Financial selected “13F Holdings Report,” the option stating that all holdings of the reporting manager are reported here; this distinguishes it from a notice that reports no holdings because they are reported by other managers.

Key Figures

Form 13F information table value total: $2,134,306,311 Form 13F information table entries: 485 entries Other included managers: 2 managers

3 metrics

Form 13F information table value total $2,134,306,311 Rounded to the nearest dollar

Form 13F information table entries 485 entries Entry total

Other included managers 2 managers Univest Bank & Trust Co. and Girard Advisory Services, LLC

Key Terms

Form 13F Information Table, 13F HOLDINGS REPORT, Other Included Managers

3 terms

Form 13F Information Table technical

"Form 13F Information Table Entry Total"

13F HOLDINGS REPORT technical

"13F HOLDINGS REPORT"

Other Included Managers technical

"List of Other Included Managers"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did UVSP report on its Form 13F?

UNIVEST FINANCIAL Corp reported 485 Form 13F information table entries with a value total of $2,134,306,311, rounded to the nearest dollar. Two other included managers are Univest Bank & Trust Co. and Girard Advisory Services, LLC.

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 Not now

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: 09-30-2026

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:		Thomas Hellings
Title:		Compliance Trust Officer
Phone:		215-703-5240
Signature, Place, and Date of Signing:
/s/Thomas Hellings			Souderton, PA	11-05-2026
[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:		485
	Form 13F Information Table Value Total:		2,134,306,311
			(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