0001085146-21-003155.txt : 20211112 0001085146-21-003155.hdr.sgml : 20211112 20211112102454 ACCESSION NUMBER: 0001085146-21-003155 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: UNIVEST FINANCIAL Corp CENTRAL INDEX KEY: 0000102212 STANDARD INDUSTRIAL CLASSIFICATION: STATE COMMERCIAL BANKS [6022] IRS NUMBER: 231886144 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03779 FILM NUMBER: 211401080 BUSINESS ADDRESS: STREET 1: 14 NORTH MAIN STREET STREET 2: PO BOX 197 CITY: SOUDERTON STATE: PA ZIP: 18964 BUSINESS PHONE: 2157212400 MAIL ADDRESS: STREET 1: 14 NORTH MAIN STREET STREET 2: PO BOX 197 CITY: SOUDERTON STATE: PA ZIP: 18964 FORMER COMPANY: FORMER CONFORMED NAME: UNIVEST CORP OF PENNSYLVANIA DATE OF NAME CHANGE: 19920703 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000102212 XXXXXXXX 09-30-2021 09-30-2021 false UNIVEST FINANCIAL Corp

14 North Main Street Po Box 197 SOUDERTON PA 18964

13F HOLDINGS REPORT 028-03779 N Beth Nauman 215-703-5240 /s/ Beth Nauman Souderton PA 11-12-2021 0 193 358141 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 4118 38177 SH SOLE 38177 0 0 ABBVIE INC COM 00287Y109 337 3128 SH OTR 3128 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 227 710 SH OTR 710 0 0 AIR PRODS & CHEMS INC COM 009158106 2140 8354 SH SOLE 8354 0 0 AIR PRODS & CHEMS INC COM 009158106 172 672 SH OTR 672 0 0 ALLSTATE CORP COM 020002101 367 2886 SH OTR 2886 0 0 ALLSTATE CORP COM 020002101 5337 41921 SH SOLE 41921 0 0 ALPHABET INC CAP STK CL A 02079K305 6205 2321 SH SOLE 2321 0 0 ALPHABET INC CAP STK CL A 02079K305 831 311 SH OTR 311 0 0 ALTRIA GROUP INC COM 02209S103 220 4830 SH OTR 4830 0 0 ALTRIA GROUP INC COM 02209S103 23 500 SH SOLE 500 0 0 AMAZON COM INC COM 023135106 9415 2866 SH SOLE 2866 0 0 AMAZON COM INC COM 023135106 933 284 SH OTR 284 0 0 AMDOCS LTD SHS G02602103 341 4508 SH OTR 4508 0 0 AMDOCS LTD SHS G02602103 6894 91061 SH SOLE 91061 0 0 AMERICAN EXPRESS CO COM 025816109 4566 27252 SH SOLE 27252 0 0 AMERICAN EXPRESS CO COM 025816109 231 1378 SH OTR 1378 0 0 AMERICAN TOWER CORP NEW COM 03027X100 6602 24875 SH SOLE 24875 0 0 AMERICAN TOWER CORP NEW COM 03027X100 428 1612 SH OTR 1612 0 0 AMGEN INC COM 031162100 356 1673 SH OTR 1673 0 0 AMGEN INC COM 031162100 4974 23392 SH SOLE 23392 0 0 APPLE INC COM 037833100 11510 81343 SH SOLE 81343 0 0 APPLE INC COM 037833100 1465 10353 SH OTR 10353 0 0 APPLIED MATLS INC COM 038222105 378 2935 SH SOLE 2935 0 0 AT&T INC COM 00206R102 312 11535 SH SOLE 11535 0 0 AT&T INC COM 00206R102 154 5700 SH OTR 5700 0 0 AVERY DENNISON CORP COM 053611109 74 355 SH OTR 355 0 0 AVERY DENNISON CORP COM 053611109 233 1124 SH SOLE 1124 0 0 BK OF AMERICA CORP COM 060505104 231 5450 SH OTR 5450 0 0 BK OF AMERICA CORP COM 060505104 172 4056 SH SOLE 4056 0 0 BLACKROCK INC COM 09247X101 160 191 SH OTR 191 0 0 BLACKROCK INC COM 09247X101 418 498 SH SOLE 498 0 0 BOEING CO COM 097023105 322 1466 SH OTR 1466 0 0 BP PLC SPONSORED ADR 055622104 217 7930 SH OTR 7930 0 0 BP PLC SPONSORED ADR 055622104 20 714 SH SOLE 714 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 178 3000 SH OTR 3000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 44 744 SH SOLE 744 0 0 BRYN MAWR BK CORP COM 117665109 562 12240 SH SOLE 12240 0 0 CDW CORP COM 12514G108 240 1318 SH OTR 1318 0 0 CDW CORP COM 12514G108 34 189 SH SOLE 189 0 0 CHEVRON CORP NEW COM 166764100 30 300 SH OTR 300 0 0 CHEVRON CORP NEW COM 166764100 332 3276 SH SOLE 3276 0 0 CISCO SYS INC COM 17275R102 412 7571 SH SOLE 7571 0 0 CISCO SYS INC COM 17275R102 106 1955 SH OTR 1955 0 0 CME GROUP INC COM 12572Q105 315 1629 SH SOLE 1629 0 0 COCA COLA CO COM 191216100 330 6282 SH SOLE 6282 0 0 COMCAST CORP NEW CL A 20030N101 339 6060 SH OTR 6060 0 0 COMCAST CORP NEW CL A 20030N101 4425 79117 SH SOLE 79117 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3046 14458 SH SOLE 14458 0 0 CONSTELLATION BRANDS INC CL A 21036P108 176 835 SH OTR 835 0 0 CORNING INC COM 219350105 226 6182 SH SOLE 6182 0 0 COSTCO WHSL CORP NEW COM 22160K105 8082 17986 SH SOLE 17986 0 0 COSTCO WHSL CORP NEW COM 22160K105 592 1317 SH OTR 1317 0 0 CVS HEALTH CORP COM 126650100 223 2624 SH OTR 2624 0 0 CVS HEALTH CORP COM 126650100 4415 52031 SH SOLE 52031 0 0 DEERE & CO COM 244199105 134 400 SH OTR 400 0 0 DEERE & CO COM 244199105 143 428 SH SOLE 428 0 0 DISNEY WALT CO COM 254687106 244 1445 SH OTR 1445 0 0 DISNEY WALT CO COM 254687106 4076 24092 SH SOLE 24092 0 0 ENTERGY CORP NEW COM 29364G103 302 3042 SH SOLE 3042 0 0 EQUIFAX INC COM 294429105 1330 5250 SH OTR 5250 0 0 ESSENTIAL UTILS INC COM 29670G102 260 5636 SH SOLE 5636 0 0 EXELON CORP COM 30161N101 52 1071 SH SOLE 1071 0 0 EXELON CORP COM 30161N101 285 5900 SH OTR 5900 0 0 EXXON MOBIL CORP COM 30231G102 176 3000 SH OTR 3000 0 0 EXXON MOBIL CORP COM 30231G102 379 6451 SH SOLE 6451 0 0 FACEBOOK INC CL A 30303M102 6672 19660 SH SOLE 19660 0 0 FACEBOOK INC CL A 30303M102 566 1668 SH OTR 1668 0 0 FASTENAL CO COM 311900104 235 4554 SH SOLE 4554 0 0 FASTENAL CO COM 311900104 12 240 SH OTR 240 0 0 FEDEX CORP COM 31428X106 3403 15517 SH SOLE 15517 0 0 FEDEX CORP COM 31428X106 159 727 SH OTR 727 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 32 267 SH SOLE 267 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 255 2095 SH OTR 2095 0 0 FISERV INC COM 337738108 271 2500 SH OTR 2500 0 0 FISERV INC COM 337738108 5439 50129 SH SOLE 50129 0 0 FLOWERS FOODS INC COM 343498101 229 9675 SH SOLE 9675 0 0 GLOBAL PMTS INC COM 37940X102 237 1501 SH OTR 1501 0 0 GLOBAL PMTS INC COM 37940X102 4917 31202 SH SOLE 31202 0 0 HASBRO INC COM 418056107 329 3693 SH SOLE 3693 0 0 HERSHEY CO COM 427866108 445 2627 SH SOLE 2627 0 0 HOME DEPOT INC COM 437076102 6932 21118 SH SOLE 21118 0 0 HOME DEPOT INC COM 437076102 742 2259 SH OTR 2259 0 0 HONEYWELL INTL INC COM 438516106 5211 24546 SH SOLE 24546 0 0 HONEYWELL INTL INC COM 438516106 248 1167 SH OTR 1167 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4056 35324 SH SOLE 35324 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 203 1770 SH OTR 1770 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3194 12142 SH SOLE 12142 0 0 ISHARES TR CORE S&P MCP ETF 464287507 78 295 SH OTR 295 0 0 ISHARES TR CORE S&P SCP ETF 464287804 77 703 SH OTR 703 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3492 31979 SH SOLE 31979 0 0 ISHARES TR PFD AND INCM SEC 464288687 20 519 SH OTR 519 0 0 ISHARES TR PFD AND INCM SEC 464288687 361 9295 SH SOLE 9295 0 0 JOHNSON & JOHNSON COM 478160104 8950 55418 SH OTR 55418 0 0 JOHNSON & JOHNSON COM 478160104 4255 26347 SH SOLE 26347 0 0 JPMORGAN CHASE & CO COM 46625H100 5932 36240 SH SOLE 36240 0 0 JPMORGAN CHASE & CO COM 46625H100 822 5019 SH OTR 5019 0 0 LAM RESEARCH CORP COM 512807108 4 7 SH SOLE 7 0 0 LAM RESEARCH CORP COM 512807108 233 410 SH OTR 410 0 0 LILLY ELI & CO COM 532457108 390 1690 SH OTR 1690 0 0 LILLY ELI & CO COM 532457108 139 600 SH SOLE 600 0 0 LOCKHEED MARTIN CORP COM 539830109 564 1634 SH SOLE 1634 0 0 LOCKHEED MARTIN CORP COM 539830109 112 325 SH OTR 325 0 0 MCDONALDS CORP COM 580135101 320 1328 SH SOLE 1328 0 0 MCDONALDS CORP COM 580135101 55 230 SH OTR 230 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 220 10957 SH SOLE 10957 0 0 MEDTRONIC PLC SHS G5960L103 235 1872 SH SOLE 1872 0 0 MERCK & CO INC COM 58933Y105 704 9371 SH SOLE 9371 0 0 MERCK & CO INC COM 58933Y105 202 2690 SH OTR 2690 0 0 METLIFE INC COM 59156R108 370 5990 SH SOLE 5990 0 0 METLIFE INC COM 59156R108 22 351 SH OTR 351 0 0 MICROSOFT CORP COM 594918104 1856 6585 SH OTR 6585 0 0 MICROSOFT CORP COM 594918104 12118 42985 SH SOLE 42985 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2133 24010 SH SOLE 24010 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 99 1120 SH OTR 1120 0 0 MORGAN STANLEY COM NEW 617446448 5 50 SH SOLE 50 0 0 MORGAN STANLEY COM NEW 617446448 244 2507 SH OTR 2507 0 0 NEXTERA ENERGY INC COM 65339F101 220 2804 SH OTR 2804 0 0 NEXTERA ENERGY INC COM 65339F101 4417 56250 SH SOLE 56250 0 0 NIKE INC CL B 654106103 5043 34725 SH SOLE 34725 0 0 NIKE INC CL B 654106103 258 1775 SH OTR 1775 0 0 NORFOLK SOUTHN CORP COM 655844108 951 3974 SH SOLE 3974 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 7115 11644 SH SOLE 11644 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 361 591 SH OTR 591 0 0 PAYCHEX INC COM 704326107 3 26 SH OTR 26 0 0 PAYCHEX INC COM 704326107 377 3352 SH SOLE 3352 0 0 PEPSICO INC COM 713448108 559 3719 SH SOLE 3719 0 0 PEPSICO INC COM 713448108 193 1284 SH OTR 1284 0 0 PFIZER INC COM 717081103 215 4993 SH OTR 4993 0 0 PFIZER INC COM 717081103 396 9210 SH SOLE 9210 0 0 PHILIP MORRIS INTL INC COM 718172109 63 660 SH SOLE 660 0 0 PHILIP MORRIS INTL INC COM 718172109 306 3230 SH OTR 3230 0 0 PNC FINL SVCS GROUP INC COM 693475105 647 3306 SH OTR 3306 0 0 PNC FINL SVCS GROUP INC COM 693475105 263 1343 SH SOLE 1343 0 0 PPG INDS INC COM 693506107 499 3486 SH SOLE 3486 0 0 PPG INDS INC COM 693506107 6 40 SH OTR 40 0 0 PPL CORP COM 69351T106 22 800 SH OTR 800 0 0 PPL CORP COM 69351T106 381 13676 SH SOLE 13676 0 0 PROCTER AND GAMBLE CO COM 742718109 701 5012 SH SOLE 5012 0 0 PROCTER AND GAMBLE CO COM 742718109 204 1462 SH OTR 1462 0 0 QUANTA SVCS INC COM 74762E102 1 10 SH SOLE 10 0 0 QUANTA SVCS INC COM 74762E102 233 2050 SH OTR 2050 0 0 QUEST DIAGNOSTICS INC COM 74834L100 426 2934 SH SOLE 2934 0 0 ROPER TECHNOLOGIES INC COM 776696106 218 489 SH OTR 489 0 0 ROPER TECHNOLOGIES INC COM 776696106 4493 10070 SH SOLE 10070 0 0 ROYAL GOLD INC COM 780287108 311 3252 SH OTR 3252 0 0 S&P GLOBAL INC COM 78409V104 4714 11095 SH SOLE 11095 0 0 S&P GLOBAL INC COM 78409V104 450 1060 SH OTR 1060 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 316 6064 SH OTR 6064 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 6900 132454 SH SOLE 132454 0 0 SHERWIN WILLIAMS CO COM 824348106 4416 15785 SH SOLE 15785 0 0 SHERWIN WILLIAMS CO COM 824348106 224 801 SH OTR 801 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 3798 23048 SH SOLE 23048 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 183 1110 SH OTR 1110 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 597 1390 SH SOLE 1390 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 393 916 SH OTR 916 0 0 TE CONNECTIVITY LTD REG SHS H84989104 304 2217 SH OTR 2217 0 0 TE CONNECTIVITY LTD REG SHS H84989104 4120 30026 SH SOLE 30026 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5984 10473 SH SOLE 10473 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 505 884 SH OTR 884 0 0 UNION PAC CORP COM 907818108 46 235 SH OTR 235 0 0 UNION PAC CORP COM 907818108 707 3607 SH SOLE 3607 0 0 UNITED PARCEL SERVICE INC CL B 911312106 447 2453 SH SOLE 2453 0 0 UNITEDHEALTH GROUP INC COM 91324P102 209 536 SH OTR 536 0 0 UNITEDHEALTH GROUP INC COM 91324P102 285 729 SH SOLE 729 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 14219 519121 SH SOLE 519121 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 656 23936 SH OTR 23936 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 420 4921 SH OTR 4921 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 216 2532 SH SOLE 2532 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 35 610 SH SOLE 610 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 294 5157 SH OTR 5157 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 236 2323 SH SOLE 2323 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 8 76 SH OTR 76 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24899 63132 SH SOLE 63132 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 189 478 SH OTR 478 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 219 984 SH SOLE 984 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 558 9150 SH SOLE 9150 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1833 28980 SH OTR 28980 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 43055 680601 SH SOLE 680601 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 323 6390 SH SOLE 6390 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 64 1264 SH OTR 1264 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 260 2658 SH SOLE 2658 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 359 1527 SH SOLE 1527 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3715 68778 SH 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