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 June 30, 2026, and was signed on August 7, 2026. The filing includes holdings for the reporting 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 reports portfolio holdings rather than the operating financial performance of the manager itself. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for UNIVEST FINANCIAL Corp.
- Total Value of Reported Holdings: $2,037,113,763
- Total Number of Holdings Entries: 478
- Number of Other Included Managers: 2
Material Changes
The filing text does not provide comparative data for the prior period. Therefore, material changes in holdings value or composition versus the previous quarter cannot be determined from this document alone.
Guidance, Outlook, and Risks
Form 13F filings are statutory disclosures of equity holdings and do not contain management commentary, forward-looking guidance, risk factors, or details on contingencies. The filing includes a standard disclaimer that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total reported value of $2,037,113,763 against the sum of individual Schedule 13F holdings.
- Confirm the inclusion of the two additional managers (Univest Bank & Trust Co. and Girard Advisory Services, LLC) to ensure the aggregate value reflects the full scope of the reporting group.
- Note that this document does not reflect the operating financial health of UNIVEST FINANCIAL Corp; refer to 10-Q or 10-K filings for revenue and profit metrics.
- Check the filing date (August 7, 2026) to ensure it aligns with the regulatory deadline for the June 30, 2026 quarter.