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UNIVEST FINANCIAL (NASDAQ: UVSP) reports $1.89B in 13F holdings

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

Rhea-AI Filing Summary

UNIVEST FINANCIAL Corp filed a Form 13F reporting institutional holdings valued at $1,886,198,403 across 452 reported positions. The filing lists 2 other included managers: Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. The report was signed by Beth Nauman.

Positive

  • None.

Negative

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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: 12-31-2025
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 02-03-2026
[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: 452
Form 13F Information Table Value Total: 1,886,198,403
(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

FAQ

What does UNIVEST's Form 13F disclose about holdings value?

The filing discloses holdings with a total market value of $1,886,198,403. This figure represents the aggregate value reported on the Form 13F information table across all listed positions in the submission.

How many positions did UNIVEST report in the Form 13F?

UNIVEST reported 452 positions in its Form 13F information table. That count reflects the number of separate holdings entries summarized on the report's information table.

Who signed UNIVEST's Form 13F filing?

The report was signed by Beth Nauman, whose title is Compliance Trust Officer. The signature block lists Souderton, PA and the date 02-03-2026 as the signing place and date.

Are there other managers included with UNIVEST's 13F filing?

Yes, the filing shows 2 other included managers: Univest Bank & Trust Co. (Form 13F File No. 028-24482) and GIRARD ADVISORY SERVICES, LLC (Form 13F File No. 028-15798).

What type of Form 13F report did UNIVEST file?

UNIVEST filed a 13F HOLDINGS REPORT, indicating that the filing reports the manager's holdings. The report summary box is checked to show it is a holdings report rather than a notice or combination.
Univest Financial Corp

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