UNIVEST FINANCIAL Corp

Q3 2026 13F-HR Holdings

Location
Souderton, PA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
280
Total value ($000)
$2,134,306
Net value change ($000)
+97,192 (4.8%)
New positions
16
Sold out positions
11
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VXUS 53,369 29.0%
MSFT 23,833 34.9%
FELG 15,284 NEW
META 14,557 40.6%
IUSB 13,641 23.1%
NVDA 13,138 19.9%
AAPL 11,951 11.6%
APH 11,017 NEW
NOW 9,313 241.7%
VRTX 6,894 153.4%
Top Reduces (Value $000, Stocks/ETFs)
MGK -15,903 -92.5%
FICO -11,855 -71.9%
AMAT -10,487 -38.6%
MU -8,447 -11.8%
GOOGL -5,874 -6.8%
NEE -5,415 -17.9%
UNH -4,701 -23.5%
XOM -4,547 -100.0%
ADBE -4,437 -81.7%
SPAB -4,200 -7.0%
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