Univest Financial Corporation
US ˙ NasdaqGS ˙ US9152711001

SecurityUVSP / Univest Financial Corporation
InstitutionState Street Corp
Latest Disclosed Ownership933,686 shares
Latest Disclosed Value $ 31,988,082
State Street Corp reports 8.78% increase in ownership of UVSP / Univest Financial Corporation

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 933,686 shares of Univest Financial Corporation (US:UVSP) valued at $31,988,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 858,308 shares of Univest Financial Corporation. This represents a change in shares of 8.78% during the quarter. The current value of the position is $36,441,765 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)
2026-05-15 2026-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 933,686 75,378 8.78 31,988 13.83 0.0011
2026-02-13 2025-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 858,308 -30,923 -3.48 28,101 5.27 0.0009
2025-11-14 2025-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 889,231 16,599 1.90 26,695 1.83 0.0009
2025-08-14 2025-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 872,632 21,733 2.55 26,214 8.63 0.0010
2025-05-15 2025-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 850,899 -108,361 -11.30 24,131 -14.75 0.0010
2025-02-14 2024-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 959,260 85,889 9.83 28,308 15.18 0.0011
2024-11-14 2024-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 873,371 -18,070 -2.03 24,577 20.76 0.0010
2024-08-14 2024-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 891,441 -19,764 -2.17 20,352 7.27 0.0009
2024-05-15 2024-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 911,205 23,251 2.62 18,971 -3.02 0.0008
2024-02-14 2023-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 887,954 36,023 4.23 19,562 32.12 0.0010
2023-11-14 2023-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 851,931 -12,704 -1.47 14,807 -5.28 0.0008
2023-08-14 2023-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 864,635 31,217 3.75 15,633 -20.99 0.0008
2023-05-15 2023-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 833,418 63,208 8.21 19,785 -1.69 0.0011
2023-05-15 2022-12-31 13F/A-99 UNIVEST FINANCIAL CORPORATIO COM 915271100 770,210 14,424 1.91 20,126 13.41 0.0012
2023-05-15 2022-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 770,210 14,424 20,126 0.0012
2022-11-15 2022-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 755,786 -26,830 -3.43 17,746 -10.87 0.0011
2022-08-15 2022-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 782,616 -61,539 -7.29 19,910 -11.86 0.0012
2022-05-16 2022-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 844,155 46,712 5.86 22,590 -5.32 0.0011
2022-02-14 2021-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 797,443 1,399 0.18 23,859 9.42 0.0011
2021-11-15 2021-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 796,044 -65,225 -7.57 21,804 -4.00 0.0012
2021-08-16 2021-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 861,269 79,766 10.21 22,712 1.65 0.0012
2021-07-09 2021-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 781,503 107,819 16.00 22,343 61.16 0.0013
2021-05-17 2021-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 781,503 107,819 22,343 0.0013
2021-02-16 2020-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 673,684 5,182 0.78 13,864 42.18 0.0008
2020-11-10 2020-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 668,502 -55,421 -7.66 9,751 -17.51 0.0007
2020-08-14 2020-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 723,923 33,339 4.83 11,821 3.64 0.0009
2020-06-19 2020-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 690,584 -30,360 -4.21 11,406 -41.37 0.0010
2020-05-11 2020-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 690,584 -30,360 11,406 1,001.6765
2020-02-06 2019-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 720,944 -6,802 -0.93 19,455 4.00 0.0013
2019-11-14 2019-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 727,746 10,455 1.46 18,707 -1.43 0.0014
2019-08-14 2019-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 717,291 -1,112 -0.15 18,979 7.18 0.0014
2019-05-15 2019-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 718,403 20,857 2.99 17,708 16.58 0.0014
2019-02-12 2018-12-31 13F UNIVEST CORP PA COM 915271100 697,546 -83,325 -10.67 15,190 -26.48 0.0014
2018-11-09 2018-09-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 780,871 -72,334 -8.48 20,661 -11.96 0.0016
2018-08-14 2018-06-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 853,205 -47,736 -5.30 23,468 -5.97 0.0020
2018-05-15 2018-03-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 900,941 188,041 26.38 24,958 24.81 0.0021
2018-02-14 2017-12-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 712,900 195,775 37.86 19,996 20.86 0.0016
2017-11-14 2017-09-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 517,125 2,434 0.47 16,545 7.34 0.0014
2017-08-14 2017-06-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 514,691 18,421 3.71 15,414 19.92 0.0014
2017-05-15 2017-03-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 496,270 -67,227 -11.93 12,854 -26.18 0.0011
2017-02-09 2016-12-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 563,497 76,424 15.69 17,412 53.07 0.0016
2017-01-13 2016-09-30 13F/A-1 UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 487,073 109,233 28.91 11,375 43.17 0.0011
2016-11-14 2016-09-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 487,073 11,375
2016-08-12 2016-06-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 377,840 10,427 2.84 7,945 10.84 0.0009
2016-05-20 2016-03-31 13F/A-1 UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 367,413 54,151 17.29 7,168 9.74 0.0008
2016-05-12 2016-03-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 367,413 7,168
2016-02-16 2015-12-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 313,262 9,249 3.04 6,532 11.73 0.0007
2015-11-16 2015-09-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 304,013 7,575 2.56 5,846 -3.12 0.0007
2015-08-13 2015-06-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 296,438 2,450 0.83 6,034 3.68 0.0006
2015-05-15 2015-03-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 293,988 9,177 3.22 5,820 1.01 0.0006
2015-02-11 2014-12-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 284,811 3,704 1.32 5,762 9.36 0.0006
2014-11-12 2014-09-30 13F/A-1 UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 281,107 -16,016 -5.39 5,269 -14.30 0.0006
2014-11-10 2014-09-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 281,107 5,269
2014-08-12 2014-06-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 297,123 420 0.14 6,148 0.99 0.0007
2014-05-15 2014-03-31 13F/A-1 UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 296,703 923 0.31 6,088 -0.43 0.0007
2014-05-13 2014-03-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 296,703 6,088
2014-02-06 2013-12-31 13F/A-1 UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 295,780 -7,264 -2.40 6,114 7.09 0.0007
2014-02-06 2013-12-31 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 302,925 5,183
2013-11-12 2013-09-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 303,044 6,265 2.11 5,709 0.87 0.0007
2013-08-08 2013-06-30 13F UNIVEST CORP OF PENNSYLVANIA Common equity shares 915271100 296,779 296,779 5,660 0.0007
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.