Univest Financial Corporation
A Pennsylvania bank holding company offering banking, wealth management, and insurance across Southeastern Pennsylvania through its Univest Bank and Trust Co. subsidiary. It also operates Girard-branded wealth services, Univest Insurance, and an equipment financing arm, serving individuals, businesses, municipalities, and nonprofits. True to its community-banking roots, it competes on local decision-making and personal service rather than size, with nearly all of its financial centers in the Philadelphia region.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.