Latest 10-Q

What changed in Univest Financial Corporation's latest quarterly report, compared with the one before.

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Insider trades

Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.

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13F holders

Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.

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Trades by members of Congress

Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.

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Lobbying

What Univest Financial Corporation and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.

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Bank financials at Univest Financial Corporation

Q2 2026

Deposits, loans past due, charge-offs and capital of the banks Univest Financial Corporation owns, from FDIC call reports

US bank subsidiaries Q2 2026: $8.2B in assets, $7.0B in deposits (44.4% uninsured), commercial real estate 45.6% of loans, common equity Tier 1 ratio 10.8%. 1 bank: UNIVEST BANK&TRUST CO.

Last 8 quarters

Bank financials of Univest Financial Corporation by quarter
QuarterAssetsTotal assets of the company's US bank subsidiaries at the end of the quarter.DepositsDomestic and foreign deposits of the banks at the end of the quarter.UninsuredThe FDIC's estimate of deposits above the insurance limit, as a share of insured plus uninsured deposits in domestic offices.CRE % loansConstruction, multifamily and nonfarm nonresidential real estate loans (owner-occupied included) as a share of total loans.Past dueLoans 30 or more days past due and still accruing, as a percent of total loans. Nonaccrual loans are shown separately.NonaccrualLoans the bank no longer accrues interest on, as a percent of total loans.Charge-offsThe quarter's net charge-offs times four, over period-end loans.CET1The banks' common equity Tier 1 capital ratio, averaged by assets. Lowest first.
Q2 2026$8.2B$7.0B44.37%45.64%0.25%0.62%0.11%10.76%
Q1 2026$8.1B$6.9B45.42%45.82%0.25%0.25%0.07%10.83%
Q4 2025$8.4B$7.2B46.78%45.57%0.32%0.20%0.07%10.72%
Q3 2025$8.5B$7.3B48.06%45.19%0.49%0.40%0.03%11.33%
Q2 2025$7.9B$6.7B44.67%44.44%0.40%0.41%0.46%11.11%
Q1 2025$8.0B$6.8B44.68%44.90%0.37%0.16%0.10%10.93%
Q4 2024$8.1B$6.9B46.29%44.52%0.26%0.19%0.04%10.80%
Q3 2024$8.2B$7.0B46.77%44.33%0.30%0.23%0.05%11.18%

By loan type, Q2 2026

Past-due loans and charge-offs of Univest Financial Corporation's banks by loan type
Loan typeLoansPast dueLoans 30 or more days past due and still accruing, as a percent of that loan type.NonaccrualCharge-offsThe quarter's net charge-offs times four, as a percent of that loan type.
1-4 family mortgages$1.7B0.74%0.30%0.00%
Commercial real estate$3.2B0.03%0.22%-0.00%
Commercial and industrial$970M0.19%3.17%0.70%
Other consumer$4M4.28%0.00%16.08%

Against Q2 2025: uninsured share -0.30 pp; commercial real estate share of loans +1.21 pp; past due, all loans -0.14 pp; past due, commercial real estate -0.06 pp.

All listed banks ranked

Source: FDIC call reports (FDIC BankFind), quarter ended 2026-06-30. Figures are for the company's US bank subsidiaries as filed with the FDIC (a bank's call report covers the bank only). They are not the consolidated holding company, which can include large non-bank businesses.

Institutional ownership over time

How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.

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More filings and data

Each opens the table.

About the company

The basics from the company’s SEC registration.

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$40.52−$0.22 (−0.54%) Nov 13 close
Oct 13, 2026: $40.55Oct 14, 2026: $40.39Oct 15, 2026: $41.05Oct 16, 2026: $41.25Oct 19, 2026: $41.02Oct 20, 2026: $41.83Oct 21, 2026: $41.73Oct 22, 2026: $42.28Oct 23, 2026: $42.14Oct 26, 2026: $42.25Oct 27, 2026: $42.40Oct 28, 2026: $42.08Oct 29, 2026: $39.33Oct 30, 2026: $39.60Nov 2, 2026: $41.29Nov 3, 2026: $41.24Nov 4, 2026: $41.49Nov 5, 2026: $40.30Nov 6, 2026: $40.47Nov 9, 2026: $41.09Nov 10, 2026: $40.83Nov 11, 2026: $40.85Nov 12, 2026: $40.74Nov 13, 2026: $40.52
Oct 13, 2026Low $39.33 · High $42.40Nov 13, 2026
Aug 13, 2026: $42.97Aug 14, 2026: $43.16Aug 17, 2026: $43.06Aug 18, 2026: $42.95Aug 19, 2026: $41.67Aug 20, 2026: $41.76Aug 21, 2026: $41.62Aug 24, 2026: $41.77Aug 25, 2026: $41.51Aug 26, 2026: $41.66Aug 27, 2026: $41.69Aug 28, 2026: $41.57Aug 31, 2026: $41.52Sep 1, 2026: $41.10Sep 2, 2026: $41.63Sep 3, 2026: $42.05Sep 4, 2026: $42.35Sep 8, 2026: $42.09Sep 9, 2026: $42.23Sep 10, 2026: $42.57Sep 11, 2026: $42.67Sep 14, 2026: $42.88Sep 15, 2026: $42.74Sep 16, 2026: $42.68Sep 17, 2026: $42.55Sep 18, 2026: $42.48Sep 21, 2026: $42.15Sep 22, 2026: $41.84Sep 23, 2026: $41.41Sep 24, 2026: $41.79Sep 25, 2026: $42.16Sep 28, 2026: $41.60Sep 29, 2026: $41.23Sep 30, 2026: $40.98Oct 1, 2026: $41.22Oct 2, 2026: $41.81Oct 5, 2026: $41.65Oct 6, 2026: $41.37Oct 7, 2026: $40.89Oct 8, 2026: $41.26Oct 9, 2026: $40.90Oct 12, 2026: $40.93Oct 13, 2026: $40.55Oct 14, 2026: $40.39Oct 15, 2026: $41.05Oct 16, 2026: $41.25Oct 19, 2026: $41.02Oct 20, 2026: $41.83Oct 21, 2026: $41.73Oct 22, 2026: $42.28Oct 23, 2026: $42.14Oct 26, 2026: $42.25Oct 27, 2026: $42.40Oct 28, 2026: $42.08Oct 29, 2026: $39.33Oct 30, 2026: $39.60Nov 2, 2026: $41.29Nov 3, 2026: $41.24Nov 4, 2026: $41.49Nov 5, 2026: $40.30Nov 6, 2026: $40.47Nov 9, 2026: $41.09Nov 10, 2026: $40.83Nov 11, 2026: $40.85Nov 12, 2026: $40.74Nov 13, 2026: $40.52
Aug 13, 2026Low $39.33 · High $43.16Nov 13, 2026
Nov 13, 2025: $30.63Nov 14, 2025: $30.75Nov 17, 2025: $29.94Nov 18, 2025: $29.92Nov 19, 2025: $30.14Nov 20, 2025: $30.23Nov 21, 2025: $31.34Nov 24, 2025: $31.27Nov 25, 2025: $32.34Nov 26, 2025: $31.96Nov 28, 2025: $31.80Dec 1, 2025: $32.46Dec 2, 2025: $32.53Dec 3, 2025: $33.24Dec 4, 2025: $33.44Dec 5, 2025: $33.46Dec 8, 2025: $33.34Dec 9, 2025: $33.51Dec 10, 2025: $34.85Dec 11, 2025: $35.47Dec 12, 2025: $34.88Dec 15, 2025: $34.90Dec 16, 2025: $34.62Dec 17, 2025: $34.31Dec 18, 2025: $34.74Dec 19, 2025: $34.11Dec 22, 2025: $33.97Dec 23, 2025: $33.54Dec 24, 2025: $33.57Dec 26, 2025: $33.36Dec 29, 2025: $33.27Dec 30, 2025: $32.97Dec 31, 2025: $32.74Jan 2, 2026: $32.28Jan 5, 2026: $32.85Jan 6, 2026: $32.84Jan 7, 2026: $32.61Jan 8, 2026: $33.31Jan 9, 2026: $32.87Jan 12, 2026: $32.60Jan 13, 2026: $32.84Jan 14, 2026: $32.77Jan 15, 2026: $33.53Jan 16, 2026: $33.51Jan 20, 2026: $32.89Jan 21, 2026: $34.74Jan 22, 2026: $34.73Jan 23, 2026: $33.45Jan 26, 2026: $33.44Jan 27, 2026: $33.49Jan 28, 2026: $33.42Jan 29, 2026: $32.72Jan 30, 2026: $33.14Feb 2, 2026: $34.38Feb 3, 2026: $35.30Feb 4, 2026: $35.42Feb 5, 2026: $35.45Feb 6, 2026: $35.83Feb 9, 2026: $35.38Feb 10, 2026: $34.88Feb 11, 2026: $34.69Feb 12, 2026: $34.51Feb 13, 2026: $34.94Feb 17, 2026: $35.59Feb 18, 2026: $35.21Feb 19, 2026: $35.18Feb 20, 2026: $35.28Feb 23, 2026: $33.82Feb 24, 2026: $33.98Feb 25, 2026: $35.06Feb 26, 2026: $35.06Feb 27, 2026: $33.55Mar 2, 2026: $34.08Mar 3, 2026: $34.08Mar 4, 2026: $34.29Mar 5, 2026: $33.66Mar 6, 2026: $33.06Mar 9, 2026: $33.22Mar 10, 2026: $33.26Mar 11, 2026: $32.88Mar 12, 2026: $32.76Mar 13, 2026: $32.72Mar 16, 2026: $33.10Mar 17, 2026: $32.84Mar 18, 2026: $32.50Mar 19, 2026: $33.04Mar 20, 2026: $32.95Mar 23, 2026: $33.79Mar 24, 2026: $33.80Mar 25, 2026: $33.70Mar 26, 2026: $33.98Mar 27, 2026: $33.52Mar 30, 2026: $33.82Mar 31, 2026: $34.26Apr 1, 2026: $34.82Apr 2, 2026: $35.02Apr 6, 2026: $35.37Apr 7, 2026: $35.79Apr 8, 2026: $36.82Apr 9, 2026: $37.61Apr 10, 2026: $37.11Apr 13, 2026: $37.14Apr 14, 2026: $37.20Apr 15, 2026: $36.70Apr 16, 2026: $36.62Apr 17, 2026: $37.58Apr 20, 2026: $37.27Apr 21, 2026: $36.68Apr 22, 2026: $36.73Apr 23, 2026: $37.51Apr 24, 2026: $37.57Apr 27, 2026: $37.73Apr 28, 2026: $38.27Apr 29, 2026: $37.64Apr 30, 2026: $37.99May 1, 2026: $38.34May 4, 2026: $38.16May 5, 2026: $38.79May 6, 2026: $38.76May 7, 2026: $38.62May 8, 2026: $38.89May 11, 2026: $38.27May 12, 2026: $38.10May 13, 2026: $37.79May 14, 2026: $38.12May 15, 2026: $37.63May 18, 2026: $38.58May 19, 2026: $38.42May 20, 2026: $39.00May 21, 2026: $39.31May 22, 2026: $39.30May 26, 2026: $39.88May 27, 2026: $39.41May 28, 2026: $39.38May 29, 2026: $39.44Jun 1, 2026: $39.09Jun 2, 2026: $39.88Jun 3, 2026: $39.03Jun 4, 2026: $40.31Jun 5, 2026: $40.57Jun 8, 2026: $40.93Jun 9, 2026: $41.21Jun 10, 2026: $41.79Jun 11, 2026: $42.02Jun 12, 2026: $42.58Jun 15, 2026: $41.90Jun 16, 2026: $41.83Jun 17, 2026: $41.47Jun 18, 2026: $41.64Jun 22, 2026: $42.12Jun 23, 2026: $42.89Jun 24, 2026: $43.38Jun 25, 2026: $43.48Jun 26, 2026: $44.40Jun 29, 2026: $44.19Jun 30, 2026: $43.75Jul 1, 2026: $45.15Jul 2, 2026: $44.13Jul 6, 2026: $44.21Jul 7, 2026: $43.69Jul 8, 2026: $43.19Jul 9, 2026: $43.84Jul 10, 2026: $43.45Jul 13, 2026: $43.68Jul 14, 2026: $43.48Jul 15, 2026: $44.08Jul 16, 2026: $45.21Jul 17, 2026: $44.58Jul 20, 2026: $44.06Jul 21, 2026: $44.42Jul 22, 2026: $43.79Jul 23, 2026: $44.18Jul 24, 2026: $44.10Jul 27, 2026: $44.21Jul 28, 2026: $44.99Jul 29, 2026: $44.61Jul 30, 2026: $44.40Jul 31, 2026: $44.24Aug 3, 2026: $44.50Aug 4, 2026: $44.85Aug 5, 2026: $44.28Aug 6, 2026: $43.76Aug 7, 2026: $42.84Aug 10, 2026: $42.19Aug 11, 2026: $42.71Aug 12, 2026: $42.93Aug 13, 2026: $42.97Aug 14, 2026: $43.16Aug 17, 2026: $43.06Aug 18, 2026: $42.95Aug 19, 2026: $41.67Aug 20, 2026: $41.76Aug 21, 2026: $41.62Aug 24, 2026: $41.77Aug 25, 2026: $41.51Aug 26, 2026: $41.66Aug 27, 2026: $41.69Aug 28, 2026: $41.57Aug 31, 2026: $41.52Sep 1, 2026: $41.10Sep 2, 2026: $41.63Sep 3, 2026: $42.05Sep 4, 2026: $42.35Sep 8, 2026: $42.09Sep 9, 2026: $42.23Sep 10, 2026: $42.57Sep 11, 2026: $42.67Sep 14, 2026: $42.88Sep 15, 2026: $42.74Sep 16, 2026: $42.68Sep 17, 2026: $42.55Sep 18, 2026: $42.48Sep 21, 2026: $42.15Sep 22, 2026: $41.84Sep 23, 2026: $41.41Sep 24, 2026: $41.79Sep 25, 2026: $42.16Sep 28, 2026: $41.60Sep 29, 2026: $41.23Sep 30, 2026: $40.98Oct 1, 2026: $41.22Oct 2, 2026: $41.81Oct 5, 2026: $41.65Oct 6, 2026: $41.37Oct 7, 2026: $40.89Oct 8, 2026: $41.26Oct 9, 2026: $40.90Oct 12, 2026: $40.93Oct 13, 2026: $40.55Oct 14, 2026: $40.39Oct 15, 2026: $41.05Oct 16, 2026: $41.25Oct 19, 2026: $41.02Oct 20, 2026: $41.83Oct 21, 2026: $41.73Oct 22, 2026: $42.28Oct 23, 2026: $42.14Oct 26, 2026: $42.25Oct 27, 2026: $42.40Oct 28, 2026: $42.08Oct 29, 2026: $39.33Oct 30, 2026: $39.60Nov 2, 2026: $41.29Nov 3, 2026: $41.24Nov 4, 2026: $41.49Nov 5, 2026: $40.30Nov 6, 2026: $40.47Nov 9, 2026: $41.09Nov 10, 2026: $40.83Nov 11, 2026: $40.85Nov 12, 2026: $40.74Nov 13, 2026: $40.52
Nov 13, 2025Low $29.92 · High $45.21Nov 13, 2026
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