UNIVEST FINANCIAL Corp - Form 13F-HR Summary
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by UNIVEST FINANCIAL Corp, an institutional investment manager. The report covers the quarter ended March 31, 2026, and was signed on May 1, 2026, by Beth Nauman, Compliance Trust Officer. The report includes holdings for the primary manager and two other included managers: Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operating financials (revenue, profit, cash flow, or debt). The key metrics provided relate to the portfolio managed by the firm:
- Total Portfolio Value: $1,780,741,205
- Total Number of Holdings: 444 entries
- Number of Included Managers: 2 (in addition to the primary filer)
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to calculate material changes in portfolio value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. The standard SEC disclaimer notes that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $1.78 billion against the sum of individual holdings in the full schedule.
- Confirm the inclusion of the two additional managers (Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC) to ensure the aggregate value represents the full scope of the reporting group.
- Note that this report reflects equity positions only and does not disclose debt, derivatives, or cash positions held by the firm.