UNIVEST FINANCIAL Corp

Q1 2026 13F-HR Holdings

Location
Souderton, PA
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
254
Total value ($000)
$1,780,741
Net value change ($000)
-105,457 (-5.6%)
New positions
8
Sold out positions
10
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGK 10,796 295.5%
BR 8,227 NEW
XLE 7,245 27.4%
VXUS 5,557 3.5%
SNPS 5,200 75.2%
IUSB 4,483 9.7%
FICO 4,464 56.7%
SPYG 3,500 28.9%
AMT 3,419 43.7%
NEE 2,767 9.7%
Top Reduces (Value $000, Stocks/ETFs)
MDYG -18,021 -60.7%
SPAB -17,275 -21.8%
GOOGL -14,864 -17.8%
XLK -11,444 -72.6%
AAPL -10,725 -10.6%
SSNC -10,374 -84.8%
MSFT -9,981 -13.3%
BIL -8,657 -85.2%
SPSM -7,633 -60.5%
XLV -6,991 -77.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type