UNIVEST FINANCIAL Corp

Q3 2026 13F Detailed Holdings

Location
Souderton, PA
Holdings as of
9/30/2026
Value
$2.13B
Num holdings
485
Date filed
11/5/2026
Form type
13F-HR
Prev filing
8/7/2026
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Univest Bank & Trust Co. 028-24482
2 GIRARD ADVISORY SERVICES, LLC 028-15798