UNIVEST FINANCIAL Corp

Q2 2026 13F-HR Holdings

Location
Souderton, PA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
275
Total value ($000)
$2,037,114
Net value change ($000)
+256,373 (14.4%)
New positions
27
Sold out positions
6
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 49,816 226.6%
SPYM 22,751 16.4%
VXUS 19,789 12.1%
GOOGL 17,823 26.0%
AMAT 13,197 94.3%
AAPL 12,831 14.2%
NVDA 10,943 19.8%
LLY 10,723 35.9%
AVGO 9,816 22.7%
AMZN 9,326 17.0%
Top Reduces (Value $000, Stocks/ETFs)
MDYG -4,809 -41.3%
SPSM -4,144 -83.1%
XLE -3,910 -11.6%
LHX -3,122 -20.9%
REGN -2,825 -25.7%
ZTS -2,478 -39.9%
POOL -2,350 -100.0%
ACN -2,262 -37.8%
CRM -2,246 -20.5%
SPAB -1,909 -3.1%
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