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.
| Holder | Schedule | % of class | Shares | Filed |
|---|---|---|---|---|
| FMR LLC | 13G/APassive | 5.6% | 1.57M | Aug 6, 2026 |
| Abigail P. Johnson | 13G/APassive | 5.6% | 1.57M | Aug 6, 2026 |
| Vanguard Capital Management | 13GPassive | 5.07% | 1.42M | Apr 30, 2026 |
| The Vanguard Group | 13G/APassive | 0% | 0 | Mar 27, 2026 |
| Manulife Investment Management (US) LLC | 13G/APassive | 4.61% | 1.33M | Nov 14, 2025 |
| Manulife Investment Management Limited | 13G/APassive | 0.02% | 6.5K | Nov 14, 2025 |
| Manulife Financial Corporation | 13G/APassive | 0% | 0 | Nov 14, 2025 |
| BlackRock, Inc. | 13G/APassive | 8.5% | 2.45M | Apr 24, 2025 |