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Univest Financial (UVSP) reports $1.78B in 13F holdings, 444 entries

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

Rhea-AI Filing Summary

Univest Financial Corp filed a Form 13F reporting 444 information-table entries with an aggregate value of $1,780,741,205. The filing lists 2 other included managers and is signed by Beth Nauman on 05-01-2026.

Positive

  • None.

Negative

  • None.
Form 13F Information Table Entries 444 Form 13F Information Table Entry Total
Information Table Value Total $1,780,741,205 aggregate market value reported on Form 13F
Number of Other Included Managers 2 List of Other Included Managers on the 13F summary page
Form 13F File Number 028-03779 Filing identifier for Univest Financial Corp
Signature Date 05-01-2026 Date shown in the signature block by Beth Nauman
Form 13F regulatory
"Form 13F Summary Page --------------------- | Report Summary"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
Information Table Value Total financial
"Form 13F Information Table Value Total: | 1,780,741,205"
Other Included Managers regulatory
"List of Other Included Managers Provide a numbered list"

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: 03-31-2026
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 05-01-2026
[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: 444
Form 13F Information Table Value Total: 1,780,741,205
(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 Financial Corp (UVSP) report on this Form 13F?

This Form 13F reports the manager's holdings via an information table totaling 444 entries and an aggregate reported market value of $1,780,741,205. The filing identifies 2 other included managers associated with the report.

Who signed the Univest Financial Corp (UVSP) Form 13F and when?

The report is signed by Beth Nauman, Compliance Trust Officer. The signature block shows the filing was signed in Souderton, PA on 05-01-2026, affirming authorization and completeness of the report.

How many other managers are included with Univest Financial Corp's (UVSP) 13F filing?

The Form 13F lists 2 other included managers: Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. These names are provided on the filing's "List of Other Included Managers" section.

What is the reported total value on Univest Financial Corp's (UVSP) Form 13F?

The filing shows a Form 13F Information Table value total of $1,780,741,205, rounded to the nearest dollar. This figure represents the aggregate market value reported for the listed holdings.