Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

SecurityUVSP / Univest Financial Corporation
InstitutionSignaturefd, Llc
Latest Disclosed Ownership2,866 shares
Latest Disclosed Value $ 98,189
Signaturefd, Llc reports 1.38% increase in ownership of UVSP / Univest Financial Corporation

On April 7, 2026 - Signaturefd, Llc filed a 13F-HR form disclosing ownership of 2,866 shares of Univest Financial Corporation (US:UVSP) valued at $98,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,827 shares of Univest Financial Corporation. This represents a change in shares of 1.38% during the quarter. The current value of the position is $116,274 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)
2026-04-07 2026-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,866 39 1.38 98 6.52 0.0015
2026-01-20 2025-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,827 -73 -2.52 93 5.75 0.0014
2025-10-21 2025-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,900 -8 -0.28 87 0.00 0.0014
2025-07-16 2025-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,908 -102 -3.39 87 2.35 0.0015
2025-05-02 2025-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 3,010 -69 -2.24 85 -5.56 0.0016
2025-02-10 2024-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 3,079 76 2.53 91 7.14 0.0017
2024-10-21 2024-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 3,003 80 2.74 85 27.27 0.0016
2024-07-29 2024-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,923 -37 -1.25 67 8.20 0.0014
2024-05-03 2024-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,960 107 3.75 62 -1.61 0.0013
2024-02-01 2023-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 2,853 1,941 212.83 63 313.33 0.0015
2023-11-03 2023-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 912 -677 -42.61 16 -46.43 0.0004
2023-08-01 2023-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,589 932 141.86 29 86.67 0.0007
2023-04-28 2023-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 657 -138 -17.36 16 -25.00 0.0004
2023-01-30 2022-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 795 23 2.98 21 11.11 0.0006
2022-11-08 2022-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 772 -67 -7.99 18 -14.29 0.0006
2022-08-10 2022-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 839 174 26.17 21 16.67 0.0007
2022-05-02 2022-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 665 192 40.59 18 28.57 0.0005
2022-01-25 2021-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 473 0 0.00 14 7.69 0.0004
2021-10-28 2021-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 473 62 15.09 13 18.18 0.0004
2021-07-26 2021-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 411 0 0.00 11 -8.33 0.0004
2021-04-30 2021-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 411 46 12.60 12 50.00 0.0005
2021-02-11 2020-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 365 -347 -48.74 8 -20.00 0.0004
2020-11-03 2020-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 712 -435 -37.93 10 -47.37 0.0005
2020-07-30 2020-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 1,147 896 356.97 19 375.00 0.0011
2020-04-23 2020-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 251 251 4 0.0003
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.