Univest Financial files Form 13F: $1.79B holdings

Univest Financial Corp filed a Form 13F reporting institutional holdings.

Accepted by SEC EDGAR 10/30/2025 - 03:40 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Univest Financial Corp filed a Form 13F reporting institutional holdings. The report lists 450 holdings with a total market value of $1,787,159,302.

The filing names 2 other included managers (Univest Bank & Trust Co.; GIRARD ADVISORY SERVICES, LLC) and is signed by Beth Nauman, Compliance Trust Officer, on 10-30-2025.

FAQ

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

What does Univest Financial Corp's (UVSP) Form 13F report show?

The Form 13F reports institutional holdings totaling $1,787,159,302. It lists 450 distinct holdings and includes two other reporting managers, indicating the aggregate value of positions held by the institutional manager as of the reporting period.

Who signed the UVSP Form 13F and when was it filed?

The report is signed by Beth Nauman, Compliance Trust Officer, on 10-30-2025. The signature certifies that the information is true, correct, and complete for the filing manager and included managers listed in the report.

How many other managers are included with Univest on this 13F filing (UVSP)?

The filing identifies 2 other included managers: Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. Those managers are listed as part of the consolidated reporting relationship for the Form 13F submission.

What does the Form 13F value total represent in the UVSP filing?

The Form 13F value total of $1,787,159,302 represents the market value of the holdings reported in the information table. It is the rounded aggregate dollar value of the reported long positions for the reporting manager.

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

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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: 09-30-2025

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	10-30-2025
[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:		450
	Form 13F Information Table Value Total:		1,787,159,302
			(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