Univest Financial (UVSP) reports $1.79B in holdings across 450 positions
Filing Impact
Filing Sentiment
Form Type
13F-HR
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.
Positive
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Negative
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FAQ
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.