Managers / Q1 2026
UNIVEST FINANCIAL Corp
CIK 0000102212 · 14 NORTH MAIN STREET, PO BOX 197, SOUDERTON, PA, 18964 · 2157212400
Reported Value
$1.8B
Q1 2026
Positions
444
Filings on Record
30
2019–present window
Filed
May 1, 2026
original filing
Summary
Univest Financial Corp reported $1.8B in U.S.-listed holdings across 444 positions for Q1 2026.
Its largest position, SPYM, represents 6.2% of the portfolio.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.8B | 444 | May 1, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.9B | 452 | Feb 4, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.8B | 450 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.7B | 451 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.5B | 472 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.6B | 467 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.5B | 455 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $360M | 219 | Aug 5, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $355M | 217 | May 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $338M | 204 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $300M | 188 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $331M | 201 | Aug 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $320M | 184 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $317.5B | 189 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $306M | 180 | Nov 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $307M | 176 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $355M | 196 | May 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $393M | 197 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $358M | 193 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $364M | 192 | Jul 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $355M | 180 | Apr 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $345M | 188 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $316M | 177 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $303M | 174 | Jul 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $252M | 186 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $236M | 100 | Jan 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $312M | 109 | Nov 6, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $316M | 108 | Jul 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $305M | 114 | Apr 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $271M | 112 | Jan 28, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- Univest Bank & Trust Co.028-24482
- GIRARD ADVISORY SERVICES, LLC028-15798
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.