FMR LLC (UVSP) discloses 5.6% Univest Financial stake in Schedule 13G/A
Rhea-AI Filing Summary
FMR LLC filed an amended Schedule 13G reporting a 5.6% beneficial ownership stake in Univest Financial Corp common stock. FMR LLC and related entities beneficially own 1,570,524.63 shares, with sole dispositive power over that amount and sole voting power over 1,570,397.00 shares, and no shared voting or dispositive power.
Abigail P. Johnson is also reported as a beneficial owner with sole dispositive power over 1,570,524.63 shares and no voting power. One or more other persons have rights to dividends or sale proceeds from these shares, but no single other person has an interest exceeding 5% of the outstanding common stock.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 1,570,524.63 shares
Percent of class: 5.6 %
Sole voting power: 1,570,397.00 shares
+4 more
7 metrics
Beneficial ownership
1,570,524.63 shares
Common stock of Univest Financial Corp reported by FMR LLC
Percent of class
5.6 %
Portion of Univest Financial Corp common stock beneficially owned
Sole voting power
1,570,397.00 shares
Shares of Univest Financial Corp over which FMR LLC has sole voting power
Sole dispositive power
1,570,524.63 shares
Shares of Univest Financial Corp over which FMR LLC has sole dispositive power
Shared voting power
0.00 shares
Univest Financial Corp shares with shared voting power reported
Shared dispositive power
0.00 shares
Univest Financial Corp shares with shared dispositive power reported
Ownership date reference
06/30/2026
Date associated with the reported Univest Financial Corp holdings
Key Terms
beneficially owned, sole voting power, sole dispositive power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Ownership (a) | Amount beneficially owned: 1570524.63"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"5 | Sole Voting Power 1,570,397.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"7 | Sole Dispositive Power 1,570,524.63"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Please see Exhibit 99 for 13d-1(k) (1) agreement."
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
parent holding company financial
"Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What ownership stake in Univest Financial Corp (UVSP) does FMR LLC report?
FMR LLC reports beneficial ownership of 1,570,524.63 shares of Univest Financial Corp common stock, representing 5.6% of the class. FMR has sole dispositive power over all these shares and sole voting power over 1,570,397.00 shares, with no shared voting or dispositive power.
What is Abigail P. Johnson’s reported interest in Univest Financial Corp (UVSP)?
Abigail P. Johnson is reported as having sole dispositive power over 1,570,524.63 shares of Univest Financial Corp common stock and no voting power. Her reporting is made through a power of attorney granted to a representative signing on her behalf on August 5, 2026.
Does any other investor exceed a 5% interest in Univest Financial Corp (UVSP) through FMR’s holdings?
The filing states that one or more other persons have rights to dividends or sale proceeds from the Univest Financial Corp shares, but that no single other person’s interest in the common stock exceeds 5% of the total outstanding common stock.
What type of Univest Financial Corp (UVSP) securities are covered in this Schedule 13G/A?
The Schedule 13G/A covers COMMON STOCK of Univest Financial Corp with CUSIP 915271100. The reported beneficial ownership by FMR LLC and Abigail P. Johnson relates solely to this class, with aggregate ownership of 1,570,524.63 shares representing 5.6% of the class.