13F-HR: UNIVEST FINANCIAL Discloses Q3 2025 Holdings
Holdings Report
UNIVEST FINANCIAL Corp has filed its Form 13F-HR, revealing its investment holdings totaling over $1.78 billion as of September 30, 2025.
Summary
- UNIVEST FINANCIAL Corp, along with two other included managers (Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC), reported its institutional investment holdings.
- The report covers the calendar quarter ended September 30, 2025.
- The total value of the holdings reported in the Form 13F Information Table is $1,787,159,302.
- There are a total of 450 individual holdings entries in the report.
- The report was signed by Beth Nauman, Compliance Trust Officer, on October 30, 2025.
Sentiment
Score: 5
Explanation: The filing is a factual, regulatory disclosure of investment holdings and does not inherently convey positive or negative sentiment regarding the reporting entity's performance or outlook.
Positives
- NA as this is a disclosure of investment holdings, not operational performance or strategic updates of the reporting entity.
Negatives
- NA as this is a disclosure of investment holdings, not operational performance or strategic updates of the reporting entity.
Risks
- NA as this is a disclosure of investment holdings, not operational performance or strategic updates of the reporting entity.
Future Outlook
NA. This filing is a historical snapshot of investment holdings and does not contain forward-looking statements or guidance from the reporting manager.
Management Comments
- NA. This filing is a standard regulatory disclosure of investment holdings and does not include notable quotes or paraphrased statements from company management beyond the certification of accuracy.
Industry Context
NA. This filing provides a snapshot of one institutional investment manager's portfolio and does not offer broader industry analysis or comparisons to competitors' strategies within the document itself.
Comparison to Industry Standards
- NA. This filing is a regulatory disclosure of investment holdings and does not include an assessment of results against global benchmarks or specific comparable companies/projects.
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
Legal Proceedings
- NA. This filing does not contain information regarding any litigation or regulatory matters.
Related Party Transactions
- NA. This filing does not disclose any related party dealings.
Stakeholder Impact
- Shareholders and potential investors of UNIVEST FINANCIAL Corp can gain insight into the investment strategies and portfolio composition managed by the firm and its included entities.
- Investment professionals and analysts can use this data to track institutional investment trends and specific holdings.
Next Steps
- NA. This filing is a historical disclosure of investment holdings and does not outline future actions, events, or milestones for the reporting manager.
Key Dates
| Date | Description |
|---|---|
| 09-30-2025 | End of the calendar quarter for which the report is filed. |
| 10-30-2025 | Date the report was signed by Beth Nauman, Compliance Trust Officer. |
Keywords
UNIVEST FINANCIAL Corp, 13F-HR, Holdings Report, Institutional Investment, Portfolio Disclosure, SEC Filing, Investment Management, Equity Holdings, Q3 2025
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