UNIVEST FINANCIAL Corp
All 13F Filings
- Location
- Souderton, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,037,114
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 275 | 2,037,114 | 13F-HR | UNIVEST FINANCIAL Corp |
| Q1 2026 | 5/1/2026 | 254 | 1,780,741 | 13F-HR | UNIVEST FINANCIAL Corp |
| Q4 2025 | 2/4/2026 | 256 | 1,886,198 | 13F-HR | UNIVEST FINANCIAL Corp |
| Q3 2025 | 10/30/2025 | 260 | 1,787,159 | 13F-HR | UNIVEST FINANCIAL Corp |
| Q2 2025 | 8/4/2025 | 266 | 1,666,658 | 13F-HR | UNIVEST FINANCIAL Corp |
| Q2 2014 | 7/31/2014 | 81 | 212,487 | 13F-HR | UNIVEST CORP OF PENNSYLVANIA |
| Q1 2014 | 5/2/2014 | 78 | 200,507 | 13F-HR | UNIVEST CORP OF PENNSYLVANIA |
| Q4 2013 | 2/7/2014 | 79 | 202,808 | 13F-HR | UNIVEST CORP OF PENNSYLVANIA |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.333 M | 65.5% | 191 K | 0 | 191 K |
| ETFs | 703.8 K | 34.5% | 65.44 K | 0 | 65.44 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
2,037,114
Holdings
275
QoQ value change ($000)
256,373
(14.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.