Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

SecurityUVSP / Univest Financial Corporation
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership198,597 shares
Latest Disclosed Value $ 6,803,946
Neuberger Berman Group LLC reports 3.25% decrease in ownership of UVSP / Univest Financial Corporation

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 198,597 shares of Univest Financial Corporation (US:UVSP) valued at $6,803,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 205,276 shares of Univest Financial Corporation. This represents a change in shares of -3.25% during the quarter. The current value of the position is $8,057,080 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNIVEST FINANCIAL Common 915271100 198,597 -6,679 -3.25 6,804 1.24 0.0026
2026-02-13 2025-12-31 13F UNIVEST FINANCIAL Common 915271100 205,276 5,808 2.91 6,721 12.22 0.0050
2025-11-12 2025-09-30 13F UNIVEST FINANCIAL Common 915271100 199,468 -7,971 -3.84 5,988 -3.90 0.0044
2025-08-25 2025-06-30 13F/A-1 UNIVEST FINANCIAL Common 915271100 207,439 -3,891 -1.84 6,231 3.97 0.0048
2025-08-13 2025-06-30 13F UNIVEST FINANCIAL Common 915271100 207,439 -3,891 6,231 0.0025
2025-05-13 2025-03-31 13F UNIVEST FINANCIAL Common 915271100 211,330 -441 -0.21 5,993 -4.10 0.0050
2025-02-13 2024-12-31 13F UNIVEST FINANCIAL Common 915271100 211,771 -742 -0.35 6,249 4.50 0.0050
2024-11-14 2024-09-30 13F UNIVEST FINANCIAL Common 915271100 212,513 -25,631 -10.76 5,980 10.01 0.0047
2024-11-14 2024-06-30 13F/A-1 UNIVEST FINANCIAL Common 915271100 238,144 6,005 2.59 5,437 12.48 0.0045
2024-08-13 2024-06-30 13F UNIVEST FINANCIAL Common 915271100 238,144 6,005 5,437 0.0045
2024-11-14 2024-03-31 13F/A-1 UNIVEST FINANCIAL Common 915271100 232,139 -959 -0.41 4,833 -5.88 0.0040
2024-05-13 2024-03-31 13F UNIVEST FINANCIAL Common 915271100 232,139 -959 4,833 0.0040
2024-11-14 2023-12-31 13F/A-2 UNIVEST FINANCIAL Common 915271100 233,098 -30,956 -11.72 5,135 11.90 0.0045
2024-02-09 2023-12-31 13F UNIVEST FINANCIAL Common 915271100 233,098 -30,956 5,135 0.0045
2023-11-14 2023-09-30 13F UNIVEST FINANCIAL Common 915271100 264,054 -5,138 -1.91 4,589 -5.69 0.0042
2023-08-11 2023-06-30 13F UNIVEST FINANCIAL Common 915271100 269,192 6,604 2.51 4,867 -21.93 0.0044
2023-05-12 2023-03-31 13F UNIVEST FINANCIAL Common 915271100 262,588 7,505 2.94 6,234 -6.48 0.0058
2023-02-13 2022-12-31 13F UNIVEST FINANCIAL Common 915271100 255,083 8,308 3.37 6,665 15.01 0.0065
2022-11-15 2022-09-30 13F UNIVEST FINANCIAL Common 915271100 246,775 -327 -0.13 5,795 -7.81 0.0061
2022-08-15 2022-06-30 13F UNIVEST FINANCIAL Common 915271100 247,102 4,809 1.98 6,286 -3.05 0.0063
2022-05-23 2022-03-31 13F/A-1 UNIVEST FINANCIAL Common 915271100 242,293 -13,603 -5.32 6,484 -15.30 0.0055
2022-05-13 2022-03-31 13F UNIVEST FINANCIAL Common 915271100 242,293 -13,603 6,482 0.0029
2022-02-11 2021-12-31 13F UNIVEST FINANCIAL Common 915271100 255,896 20,210 8.57 7,655 18.57 0.0060
2021-11-12 2021-09-30 13F UNIVEST FINANCIAL Common 915271100 235,686 -497 -0.21 6,456 3.66 0.0056
2021-08-13 2021-06-30 13F UNIVEST FINANCIAL Common 915271100 236,183 911 0.39 6,228 -7.42 0.0054
2021-05-13 2021-03-31 13F UNIVEST FINANCIAL Common 915271100 235,272 -17,850 -7.05 6,727 29.14 0.0064
2021-02-10 2020-12-31 13F UNIVEST FINANCIAL Common 915271100 253,122 -33,007 -11.54 5,209 26.68 0.0054
2020-11-12 2020-09-30 13F UNIVEST FINANCIAL Common 915271100 286,129 11,944 4.36 4,112 -7.07 0.0049
2020-08-13 2020-06-30 13F UNIVEST FINANCIAL Common 915271100 274,185 -989 -0.36 4,425 -1.47 0.0055
2020-05-14 2020-03-31 13F UNIVEST FINANCIAL Common 915271100 275,174 -17,815 -6.08 4,491 -42.77 0.0068
2020-02-12 2019-12-31 13F UNIVEST FINANCIAL Common 915271100 292,989 13,160 4.70 7,847 9.92 0.0092
2019-11-13 2019-09-30 13F UNIVEST FINANCIAL Common 915271100 279,829 -2,990 -1.06 7,139 -3.88 0.0087
2019-08-13 2019-06-30 13F UNIVEST FINANCIAL Common 915271100 282,819 15,463 5.78 7,427 13.58 0.0089
2019-05-13 2019-03-31 13F UNIVEST FINANCIAL Common 915271100 267,356 -11,075 -3.98 6,539 8.87 0.0080
2019-02-12 2018-12-31 13F UNIVEST FINANCIAL Common 915271100 278,431 24,055 9.46 6,006 -10.73 0.0084
2018-11-16 2018-09-30 13F/A-1 UNIVEST CORPORATION OF PENNSYLVANI Common 915271100 254,376 12,150 5.02 6,728 1.01 0.0076
2018-11-13 2018-09-30 13F UNIVEST CORPORATION OF PENNSYLVANI Common 915271100 254,376 12,150 6,728
2018-08-13 2018-06-30 13F UNIVEST CORPORATION OF PENNSYLVANI Common 915271100 242,226 -4,704 -1.90 6,661 -2.62 0.0074
2018-05-08 2018-03-31 13F UNIVEST CORPORATION OF PENNSYLVANI Common 915271100 246,930 -4,815 -1.91 6,840 -3.13 0.0078
2018-02-14 2017-12-31 13F UNIVEST CORPORATION OF PENNSYLVANI Common 915271100 251,745 14,272 6.01 7,061 -7.08 0.0081
2017-11-15 2017-09-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 237,473 -2,894 -1.20 7,599 5.56 0.0095
2017-08-08 2017-06-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 240,367 -3,236 -1.33 7,199 14.11 0.0092
2017-05-10 2017-03-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 243,603 7,226 3.06 6,309 -13.62 0.0081
2017-02-06 2016-12-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 236,377 6,149 2.67 7,304 35.81 0.0098
2016-11-02 2016-09-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 230,228 9,780 4.44 5,378 16.06 0.0073
2016-08-05 2016-06-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 220,448 4,628 2.14 4,634 10.05 0.0064
2016-05-06 2016-03-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 215,820 -9,720 -4.31 4,211 -10.50 0.0058
2016-01-28 2015-12-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 225,540 21,400 10.48 4,705 19.90 0.0062
2015-11-10 2015-09-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 204,140 15,552 8.25 3,924 2.19 0.0051
2015-07-31 2015-06-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 188,588 5,245 2.86 3,840 5.84 0.0043
2015-05-06 2015-03-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 183,343 183,343 0.00 3,628 0.0039
2015-02-05 2014-12-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 0 -177,681 -100.00 0 -100.00
2014-11-04 2014-09-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 177,681 7,271 4.27 3,331 -5.56 0.0034
2014-08-05 2014-06-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 170,410 14,531 9.32 3,527 10.29 0.0034
2014-05-05 2014-03-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 155,879 8,781 5.97 3,198 5.13 0.0033
2014-02-11 2013-12-31 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 147,098 3,886 2.71 3,042 12.67 0.0031
2013-10-29 2013-09-30 13F/A-1 UNIVEST CORPORATION OF PA COMMON STOCK 915271100 143,212 15,632 12.25 2,700 10.97 0.0030
2013-10-29 2013-09-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 95,332 1,600
2013-08-13 2013-06-30 13F UNIVEST CORPORATION OF PA COMMON STOCK 915271100 127,580 127,580 2,433 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.