Q2 2026 13F · SEC CIK 102212

UNIVEST FINANCIAL Corp

Bank & trustFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 275
Top holdings a year, 3 yrs: +17.8%
Average holding period: 5.7 yrs

UNIVEST FINANCIAL Corp is a bank & trust that reported 275 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Vanguard Star Fds (VXUS, 9.0%), Spdr Series Trust (SPLG, 7.9%), Apple Inc (AAPL, 5.1%). A portfolio copying its top holdings returned 17.8% a year over the last 3 years, against 20.4% for the S&P 500.

UNIVEST FINANCIAL Corp holdings largest 50 of 275 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

UNIVEST FINANCIAL Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VXUSVanguard Star Fds	9.0%	9.2%	2,151,995	+1.1%	$184.0M
SPLGSpdr Series Trust	7.9%	7.8%	1,833,570	+1.4%	$161.1M
AAPLApple Inc	5.1%	5.1%	357,455	+0.1%	$103.4M
GOOGLAlphabet Inc	4.2%	3.8%	241,488	+1.4%	$86.3M
MUMicron Technology Inc	3.5%	1.2%	62,206	-4.4%	$71.8M
MSFTMicrosoft Corp	3.4%	3.7%	183,288	+4.1%	$68.4M
NVDANvidia Corporation	3.2%	3.1%	330,307	+4.5%	$66.1M
AMZNAmazon Com Inc	3.2%	3.1%	269,380	+2.2%	$64.2M
SPABSpdr Series Trust	2.9%	3.5%	2,350,569	-2.7%	$60.0M
IUSBIshares Tr	2.9%	2.9%	1,278,847	+16.1%	$59.0M
AVGOBroadcom Inc	2.6%	2.4%	140,274	+0.6%	$53.0M
LLYEli Lilly & Co	2.0%	1.7%	33,820	+4.2%	$40.6M
METAMeta Platforms Inc	1.8%	2.0%	63,725	+2.1%	$35.9M
NEENextera Energy Inc	1.5%	1.8%	344,774	+2.2%	$30.3M
XLESelect Sector Spdr Tr	1.5%	1.9%	560,453	+2.0%	$29.8M
AMATApplied Matls Inc	1.3%	0.8%	37,614	-8.2%	$27.2M
VVisa Inc	1.3%	1.3%	76,949	-1.5%	$26.4M
VOOVanguard Index Fds	1.3%	1.4%	37,714	-6.9%	$25.9M
UVSPUnivest Financial Corporatio	1.1%	1.0%	503,433	+0.3%	$22.0M
SPYGState Street Spdr Portfolio S&p 500 Grow	1.0%	0.9%	172,593	+8.3%	$20.5M
SPGIS&p Global Inc	1.0%	1.1%	50,216	+8.9%	$20.5M
UNHUnitedhealth Group Inc	1.0%	0.8%	48,034	-3.3%	$20.0M
BLKBlackrock Inc	0.9%	1.0%	18,503	+5.1%	$17.8M
JNJJohnson & Johnson	0.9%	0.9%	69,498	+1.4%	$17.7M
MGKVanguard World Fd	0.8%	0.8%	195,558	+397.3%	$17.2M
TMOThermo Fisher Scientific Inc	0.8%	0.9%	33,810	+1.7%	$17.0M
URIUnited Rentals Inc	0.8%	0.6%	14,756	-6.8%	$16.7M
COSTCostco Wholesale Corporation	0.8%	1.0%	17,673	-3.7%	$16.5M
FICOFair Isaac Corp	0.8%	0.7%	13,791	+19.3%	$16.5M
MUBIshares Tr	0.8%	0.9%	148,493	+3.3%	$16.0M
VTVVanguard Index Fds	0.7%	0.7%	68,375	+11.3%	$14.9M
SNPSSynopsys Inc	0.7%	0.7%	32,936	+7.8%	$14.7M
AXPAmerican Express Co	0.7%	0.7%	40,629	-2.6%	$13.7M
PMPhilip Morris Intl Inc	0.6%	0.7%	71,404	-7.2%	$12.9M
TJXTjx Cos Inc New	0.6%	0.8%	84,502	-4.9%	$12.8M
TELTe Connectivity PLC	0.6%	0.7%	59,782	-4.9%	$12.1M
LHXL3harris Technologies Inc	0.6%	0.8%	40,557	-6.1%	$11.8M
VTIVanguard Index Fds	0.6%	0.5%	30,870	+1.7%	$11.4M
JPMJpmorgan Chase & Co	0.6%	0.6%	34,423	+0.8%	$11.3M
FTNTFortinet Inc	0.5%	—	71,812	—	$11.0M
ANETArista Networks Inc	0.5%	—	62,785	—	$10.7M
AMTAmerican Tower Corp	0.5%	0.6%	62,911	-3.4%	$10.3M
SHWSherwin Williams Co	0.5%	0.6%	29,118	-5.9%	$10.0M
GOOGAlphabet Inc	0.5%	—	26,450	—	$9.3M
FDXFedex Corp	0.4%	0.6%	29,060	-2.5%	$9.1M
SCHWCharles Schwab Corp (the)	0.4%	0.5%	98,042	+0.8%	$9.0M
BACBank of Amer Corp	0.4%	0.4%	155,428	-2.6%	$8.9M
CRMSalesforce Inc	0.4%	0.6%	55,576	-5.3%	$8.7M
MDLZMondelez International	0.4%	0.5%	148,902	-6.7%	$8.6M
EMEEmcor Group Inc	0.4%	—	10,374	—	$8.6M

What UNIVEST FINANCIAL Corp bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MGK Vanguard World Fd+397.3% shares
FICO Fair Isaac Corp+19.3% shares
IUSB Ishares Tr+16.1% shares
VTV Vanguard Index Fds+11.3% shares
SPGI S&p Global Inc+8.9% shares
SPYG State Street Spdr Portfolio S&p 500 Grow+8.3% shares
SNPS Synopsys Inc+7.8% shares
BLK Blackrock Inc+5.1% shares

Reduced

AMAT Applied Matls Inc-8.2% shares
PM Philip Morris Intl Inc-7.2% shares
VOO Vanguard Index Fds-6.9% shares
URI United Rentals Inc-6.8% shares
MDLZ Mondelez International-6.7% shares
LHX L3harris Technologies Inc-6.1% shares
SHW Sherwin Williams Co-5.9% shares
CRM Salesforce Inc-5.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.4% /yr; S&P 500 +20.1%
3 years: +17.8% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	275
Q1 2026	$1.8B	254
Q4 2025	$1.9B	256
Q3 2025	$1.8B	260
Q2 2025	$1.7B	266
Q1 2025	$1.5B	275
Q4 2024	$1.6B	272
Q3 2024	$1.5B	280
Q2 2024	$360.0M	133
Q1 2024	$355.3M	131
Q4 2023	$338.1M	118
Q3 2023	$299.6M	107

Questions about UNIVEST FINANCIAL Corp's portfolio

What stocks does UNIVEST FINANCIAL Corp own?

UNIVEST FINANCIAL Corp's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 275 positions worth $2.0B. The largest are Vanguard Star Fds (VXUS) at 9.0%, Spdr Series Trust (SPLG) at 7.9%, Apple Inc (AAPL) at 5.1%, Alphabet Inc (GOOGL) at 4.2% and Micron Technology Inc (MU) at 3.5%.

What did UNIVEST FINANCIAL Corp buy last quarter?

In Q2 2026, UNIVEST FINANCIAL Corp added Vanguard World Fd (MGK) (+397.3% shares), Fair Isaac Corp (FICO) (+19.3% shares) and Ishares Tr (IUSB) (+16.1% shares), compared with its Q1 2026 filing.

What did UNIVEST FINANCIAL Corp sell last quarter?

In Q2 2026, UNIVEST FINANCIAL Corp cut from its top 50 Spdr Ser Tr (MDYG), cut from its top 50 Regeneron Pharmaceuticals (REGN), cut from its top 50 Broadridge Finl Solutions in (BR), cut from its top 50 Ulta Beauty Inc (ULTA), Applied Matls Inc (AMAT) (-8.2% shares), Philip Morris Intl Inc (PM) (-7.2% shares) and Vanguard Index Fds (VOO) (-6.9% shares), compared with its Q1 2026 filing.

How has UNIVEST FINANCIAL Corp's portfolio performed?

A portfolio copying UNIVEST FINANCIAL Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.4% against +20.1%. Over 5 years: +9.4% a year against +11.6%.

When is UNIVEST FINANCIAL Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. UNIVEST FINANCIAL Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.