[SCHEDULE 13G] Univest Financial Corporation SEC Filing

Rhea-AI Filing Summary

Manulife Investment Management (US) LLC holds a material stake in Univest Financial Corp. The filing shows MIM (US) beneficially owns 1,469,389 shares of Univest common stock (CUSIP 915271100), representing 5.09% of the 28,880,154 shares outstanding. A related Manulife entity, Manulife Investment Management Limited, holds 6,483 shares (0.02%).

The report identifies each entity's voting and dispositive powers: MIM (US) reports sole voting and sole dispositive power for its shares, while MIML reports sole voting and dispositive power for its smaller position. Manulife Financial Corporation is the parent and may be deemed to have ownership through its subsidiaries. The filing is a standard Schedule 13G disclosure documenting institutional ownership levels.

Positive

• MIM (US) beneficially owns 1,469,389 shares of Univest, representing a material 5.09% stake of the outstanding common stock
• MIM (US) reports sole voting and sole dispositive power for its 1,469,389-share position, clarifying control at the reporting entity level
• Filing identifies entity relationships (parent MFC and subsidiaries MIM (US) and MIML), improving transparency about who holds and controls the shares

Negative

• None.

Insights

Financial Analyst

Manulife's MIM (US) holds a material 5.09% passive stake in Univest, a notable institutional position.

The filing documents that Manulife Investment Management (US) LLC beneficially owns 1,469,389 shares of Univest, equal to 5.09% of the class. Crossing the 5% threshold triggers public disclosure requirements and indicates significant institutional ownership that may affect free float and liquidity. The Schedule 13G format suggests passive reporting rather than an activist intent. Ownership is held with sole voting and dispositive power at the subsidiary level, while the parent company may be deemed to have indirect beneficial ownership through its subsidiaries.

Corporate Governance Expert

Disclosure maps entity-level control and confirms sole voting/dispositive authority at the subsidiary level with parent oversight.

The statement clearly identifies three related filers: Manulife Financial Corporation (parent), Manulife Investment Management Limited, and Manulife Investment Management (US) LLC. MIM (US) reports sole voting and dispositive power over its 1,469,389-share position and MIML reports sole control of 6,483 shares. The parent notes it may be deemed to beneficially own the subsidiaries' positions, which is typical for parent-subsidiary filings and aids transparency for investors assessing potential coordination or influence across affiliated entities.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Univest Financial Corp

(Name of Issuer)

Common Stock

(Title of Class of Securities)

915271100

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 915271100

1

Names of Reporting Persons

Manulife Financial Corporation

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CANADA (FEDERAL LEVEL)

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

0.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

CUSIP No. 915271100

1

Names of Reporting Persons

Manulife Investment Management Limited

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CANADA (FEDERAL LEVEL)

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 6,483.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 6,483.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,483.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.02 %

12

Type of Reporting Person (See Instructions)

FI

SCHEDULE 13G

CUSIP No. 915271100

1

Names of Reporting Persons

Manulife Investment Management (US) LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,469,389.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,469,389.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,469,389.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.09 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Univest Financial Corp
(b)	Address of issuer's principal executive offices: 14 North Main Street, Souderton PA 18964, United States
Item 2.
(a)	Name of person filing: This filing is made on behalf of Manulife Financial Corporation ("MFC") and MFC's indirect, wholly-owned subsidiaries, Manulife Investment Management (US) LLC ("MIM (US)") and Manulife Investment Management Limited ("MIML")
(b)	Address or principal business office or, if none, residence: The principal business offices of MFC and MIML are located at 200 Bloor Street East, Toronto, Ontario, Canada, M4W 1E5. The principal business office of MIM (US) is located at 197 Clarendon Street, Boston, Massachusetts 02116.
(c)	Citizenship: MFC and MIML are organized and exist under the laws of Canada. MIM (US) is organized and exists under the laws of the State of Delaware.
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 915271100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
	FI
Item 4.	Ownership
(a)	Amount beneficially owned: MIM (US) has beneficial ownership of 1,469,389 shares of Common Stock and MIML has beneficial ownership of 6,483 shares of Common Stock. Through its parent-subsidiary relationship to MIM (US) and MIML, MFC may be deemed to have beneficial ownership of these same shares.
(b)	Percent of class: Of the 28,880,154 shares of Common Stock outstanding as of April 28, 2025, according to the Form 10-Q filed by the issuer with the Securities and Exchange Commission on April 28, 2025, MIM (US) held 5.09% and MIML held 0.02%.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Incorporated by reference to Item 5 of the cover page pertaining to each reporting person.
	(ii) Shared power to vote or to direct the vote: Incorporated by reference to Item 6 of the cover page pertaining to each reporting person.
	(iii) Sole power to dispose or to direct the disposition of: Incorporated by reference to Item 7 of the cover page pertaining to each reporting person.
	(iv) Shared power to dispose or to direct the disposition of: Incorporated by reference to Item 8 of the cover page pertaining to each reporting person.
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Items 3 and 4 above.
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to MIML is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution(s). I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Manulife Financial Corporation

Signature:	/s/ Graham Miller
Name/Title:	Graham Miller / Agent*
Date:	08/06/2025

Manulife Investment Management Limited

Signature:	/s/ Warren Rudick
Name/Title:	Warren Rudick / General Counsel
Date:	08/11/2025

Manulife Investment Management (US) LLC

Signature:	/s/ Paul M. Donahue
Name/Title:	Paul Donahue / Chief Compliance Officer
Date:	08/08/2025

Comments accompanying signature: *Signed pursuant to a Power of Attorney dated January 17, 2018 included as Exhibit A to Schedule 13F- NT filed with the Securitiesand Exchange Commission by Manulife Financial Corporation on January 29, 2018. The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. NOTE: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7 for other parties for whom copies are to be sent. Attention: Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001)

Exhibit Information

EXHIBIT A - JOINT FILING AGREEMENT

FAQ

What stake does Manulife hold in Univest Financial (UVSP)?

Manulife Investment Management (US) LLC beneficially owns 1,469,389 shares of Univest common stock, representing 5.09% of the class; Manulife Investment Management Limited owns 6,483 shares (0.02%).

Does the filing show who can vote or sell the Univest shares for Manulife entities?

Yes. The filing reports that MIM (US) has sole voting power and sole dispositive power for its 1,469,389 shares; MIML likewise reports sole voting and dispositive power for its 6,483 shares.

Is the 5.09% position considered material for Univest (UVSP)?

Yes. The 5.09% holding by MIM (US) exceeds the 5% threshold commonly viewed as material and requires public Schedule 13G disclosure.

Does Manulife Financial Corporation directly report ownership of Univest shares?

Manulife Financial Corporation reported 0 sole or shared voting and dispositive power on the cover-page items, but notes it may be deemed to beneficially own the shares held by its subsidiaries through the parent-subsidiary relationship.

What document was filed to disclose these holdings?

The holdings are disclosed in a Schedule 13G filing for Univest Financial Corp common stock (CUSIP 915271100), filed on behalf of Manulife-related entities.