0001085146-22-001732.txt : 20220506
0001085146-22-001732.hdr.sgml : 20220506
20220504214408
ACCESSION NUMBER: 0001085146-22-001732
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220505
DATE AS OF CHANGE: 20220504
EFFECTIVENESS DATE: 20220505
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: 22893745
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
03-31-2022
03-31-2022
false
UNIVEST FINANCIAL Corp
14 North Main Street
Po Box 197
SOUDERTON
PA
18964
13F HOLDINGS REPORT
028-03779
N
Beth Nauman
Compliance Trust Officer
215-703-5240
/s/ Beth Nauman
Souderton
PA
05-04-2022
0
196
354964
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AB GLOBAL BOND ADVISOR
COM
01853W709
8115
1039105
SH
SOLE
1039105
0
0
AB GLOBAL BOND ADVISOR
COM
01853W709
1329
170154
SH
OTR
170154
0
0
ABBOTT LABS
COM
002824100
3647
30809
SH
SOLE
30809
0
0
ABBOTT LABS
COM
002824100
293
2472
SH
OTR
2472
0
0
ABBVIE INC
COM
00287Y109
209
1290
SH
OTR
1290
0
0
ABBVIE INC
COM
00287Y109
446
2751
SH
SOLE
2751
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
239
710
SH
OTR
710
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
5
16
SH
SOLE
16
0
0
AIR PRODS & CHEMS INC
COM
009158106
359
1438
SH
SOLE
1438
0
0
ALLSTATE CORP
COM
020002101
302
2183
SH
SOLE
2183
0
0
ALPHABET INC
CAP STK CL A
02079K305
6478
2329
SH
SOLE
2329
0
0
ALPHABET INC
CAP STK CL A
02079K305
846
304
SH
OTR
304
0
0
ALTRIA GROUP INC
COM
02209S103
32
614
SH
SOLE
614
0
0
ALTRIA GROUP INC
COM
02209S103
252
4830
SH
OTR
4830
0
0
AMAZON COM INC
COM
023135106
9917
3042
SH
SOLE
3042
0
0
AMAZON COM INC
COM
023135106
945
290
SH
OTR
290
0
0
AMDOCS LTD
SHS
G02602103
631
7671
SH
SOLE
7671
0
0
AMERICAN EXPRESS CO
COM
025816109
220
1175
SH
OTR
1175
0
0
AMERICAN EXPRESS CO
COM
025816109
4436
23724
SH
SOLE
23724
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
6144
24457
SH
SOLE
24457
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
388
1545
SH
OTR
1545
0
0
AMGEN INC
COM
031162100
5702
23580
SH
SOLE
23580
0
0
AMGEN INC
COM
031162100
428
1769
SH
OTR
1769
0
0
APPLE INC
COM
037833100
1640
9392
SH
OTR
9392
0
0
APPLE INC
COM
037833100
11500
65859
SH
SOLE
65859
0
0
APPLIED MATLS INC
COM
038222105
5603
42508
SH
SOLE
42508
0
0
APPLIED MATLS INC
COM
038222105
280
2123
SH
OTR
2123
0
0
AT&T INC
COM
00206R102
135
5700
SH
OTR
5700
0
0
AT&T INC
COM
00206R102
155
6578
SH
SOLE
6578
0
0
BK OF AMERICA CORP
COM
060505104
138
3346
SH
SOLE
3346
0
0
BK OF AMERICA CORP
COM
060505104
225
5450
SH
OTR
5450
0
0
BLACKROCK INC
COM
09247X101
4814
6300
SH
SOLE
6300
0
0
BLACKROCK INC
COM
09247X101
379
496
SH
OTR
496
0
0
BOEING CO
COM
097023105
281
1466
SH
OTR
1466
0
0
BOEING CO
COM
097023105
1
4
SH
SOLE
4
0
0
BP PLC
SPONSORED ADR
055622104
217
7388
SH
OTR
7388
0
0
BP PLC
SPONSORED ADR
055622104
25
839
SH
SOLE
839
0
0
BROADCOM INC
COM
11135F101
11
17
SH
SOLE
17
0
0
BROADCOM INC
COM
11135F101
233
370
SH
OTR
370
0
0
CDW CORP
COM
12514G108
14
78
SH
SOLE
78
0
0
CDW CORP
COM
12514G108
222
1243
SH
OTR
1243
0
0
CHEVRON CORP NEW
COM
166764100
49
300
SH
OTR
300
0
0
CHEVRON CORP NEW
COM
166764100
476
2921
SH
SOLE
2921
0
0
CISCO SYS INC
COM
17275R102
400
7180
SH
OTR
7180
0
0
CISCO SYS INC
COM
17275R102
5849
104888
SH
SOLE
104888
0
0
CME GROUP INC
COM
12572Q105
346
1453
SH
SOLE
1453
0
0
COCA COLA CO
COM
191216100
417
6720
SH
SOLE
6720
0
0
COMCAST CORP NEW
CL A
20030N101
4131
88223
SH
SOLE
88223
0
0
COMCAST CORP NEW
CL A
20030N101
306
6545
SH
OTR
6545
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
185
804
SH
OTR
804
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
3225
14004
SH
SOLE
14004
0
0
CORNING INC
COM
219350105
224
6058
SH
SOLE
6058
0
0
COSTCO WHSL CORP NEW
COM
22160K105
7813
13568
SH
SOLE
13568
0
0
COSTCO WHSL CORP NEW
COM
22160K105
610
1059
SH
OTR
1059
0
0
CVS HEALTH CORP
COM
126650100
3989
39416
SH
SOLE
39416
0
0
CVS HEALTH CORP
COM
126650100
193
1907
SH
OTR
1907
0
0
D R HORTON INC
COM
23331A109
344
4614
SH
OTR
4614
0
0
D R HORTON INC
COM
23331A109
4726
63433
SH
SOLE
63433
0
0
DEERE & CO
COM
244199105
166
400
SH
OTR
400
0
0
DEERE & CO
COM
244199105
248
596
SH
SOLE
596
0
0
DISNEY WALT CO
COM
254687106
4157
30310
SH
SOLE
30310
0
0
DISNEY WALT CO
COM
254687106
245
1785
SH
OTR
1785
0
0
ENTERGY CORP NEW
COM
29364G103
342
2933
SH
SOLE
2933
0
0
EQUIFAX INC
COM
294429105
0
1
SH
SOLE
1
0
0
EQUIFAX INC
COM
294429105
1245
5250
SH
OTR
5250
0
0
ESSENTIAL UTILS INC
COM
29670G102
288
5636
SH
SOLE
5636
0
0
EXELON CORP
COM
30161N101
54
1125
SH
SOLE
1125
0
0
EXELON CORP
COM
30161N101
281
5900
SH
OTR
5900
0
0
EXXON MOBIL CORP
COM
30231G102
533
6459
SH
SOLE
6459
0
0
EXXON MOBIL CORP
COM
30231G102
248
3000
SH
OTR
3000
0
0
FASTENAL CO
COM
311900104
14
240
SH
OTR
240
0
0
FASTENAL CO
COM
311900104
229
3853
SH
SOLE
3853
0
0
FEDEX CORP
COM
31428X106
189
816
SH
OTR
816
0
0
FEDEX CORP
COM
31428X106
3950
17071
SH
SOLE
17071
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
210
2095
SH
OTR
2095
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
2
20
SH
SOLE
20
0
0
FISERV INC
COM
337738108
249
2453
SH
SOLE
2453
0
0
FLOWERS FOODS INC
COM
343498101
222
8632
SH
SOLE
8632
0
0
GLOBAL PMTS INC
COM
37940X102
285
2080
SH
OTR
2080
0
0
GLOBAL PMTS INC
COM
37940X102
5569
40697
SH
SOLE
40697
0
0
HASBRO INC
COM
418056107
269
3289
SH
SOLE
3289
0
0
HERSHEY CO
COM
427866108
656
3027
SH
SOLE
3027
0
0
HOME DEPOT INC
COM
437076102
605
2021
SH
OTR
2021
0
0
HOME DEPOT INC
COM
437076102
5308
17732
SH
SOLE
17732
0
0
HONEYWELL INTL INC
COM
438516106
5025
25827
SH
SOLE
25827
0
0
HONEYWELL INTL INC
COM
438516106
242
1242
SH
OTR
1242
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
300
2273
SH
SOLE
2273
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
3318
12366
SH
SOLE
12366
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
79
295
SH
OTR
295
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3461
32078
SH
SOLE
32078
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
76
703
SH
OTR
703
0
0
ISHARES TR
PFD AND INCM SEC
464288687
339
9295
SH
SOLE
9295
0
0
ISHARES TR
PFD AND INCM SEC
464288687
19
519
SH
OTR
519
0
0
JOHNSON & JOHNSON
COM
478160104
528
2981
SH
SOLE
2981
0
0
JOHNSON & JOHNSON
COM
478160104
9483
53505
SH
OTR
53505
0
0
JPMORGAN CHASE & CO
COM
46625H100
673
4934
SH
OTR
4934
0
0
JPMORGAN CHASE & CO
COM
46625H100
4997
36657
SH
SOLE
36657
0
0
LAM RESEARCH CORP
COM
512807108
18
33
SH
SOLE
33
0
0
LAM RESEARCH CORP
COM
512807108
220
410
SH
OTR
410
0
0
LILLY ELI & CO
COM
532457108
176
613
SH
SOLE
613
0
0
LILLY ELI & CO
COM
532457108
484
1690
SH
OTR
1690
0
0
LOCKHEED MARTIN CORP
COM
539830109
559
1267
SH
SOLE
1267
0
0
LOCKHEED MARTIN CORP
COM
539830109
55
125
SH
OTR
125
0
0
MCDONALDS CORP
COM
580135101
322
1304
SH
SOLE
1304
0
0
MCDONALDS CORP
COM
580135101
57
230
SH
OTR
230
0
0
MEDICAL PPTYS TRUST INC
COM
58463J304
212
10049
SH
SOLE
10049
0
0
MEDTRONIC PLC
SHS
G5960L103
201
1809
SH
SOLE
1809
0
0
MERCK & CO INC
COM
58933Y105
714
8699
SH
SOLE
8699
0
0
MERCK & CO INC
COM
58933Y105
82
1000
SH
OTR
1000
0
0
META PLATFORMS INC
CL A
30303M102
4558
20497
SH
SOLE
20497
0
0
META PLATFORMS INC
CL A
30303M102
384
1728
SH
OTR
1728
0
0
METLIFE INC
COM
59156R108
25
351
SH
OTR
351
0
0
METLIFE INC
COM
59156R108
372
5297
SH
SOLE
5297
0
0
MICROSOFT CORP
COM
594918104
1908
6189
SH
OTR
6189
0
0
MICROSOFT CORP
COM
594918104
11288
36612
SH
SOLE
36612
0
0
MKS INSTRS INC
COM
55306N104
3563
23753
SH
SOLE
23753
0
0
MKS INSTRS INC
COM
55306N104
188
1254
SH
OTR
1254
0
0
MONDELEZ INTL INC
CL A
609207105
185
2941
SH
OTR
2941
0
0
MONDELEZ INTL INC
CL A
609207105
1968
31349
SH
SOLE
31349
0
0
MORGAN STANLEY
COM NEW
617446448
219
2507
SH
OTR
2507
0
0
MORGAN STANLEY
COM NEW
617446448
26
300
SH
SOLE
300
0
0
NEXTERA ENERGY INC
COM
65339F101
218
2576
SH
OTR
2576
0
0
NEXTERA ENERGY INC
COM
65339F101
4577
54028
SH
SOLE
54028
0
0
NIKE INC
CL B
654106103
230
1711
SH
OTR
1711
0
0
NIKE INC
CL B
654106103
4684
34808
SH
SOLE
34808
0
0
NORFOLK SOUTHN CORP
COM
655844108
1135
3978
SH
SOLE
3978
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
412
601
SH
SOLE
601
0
0
PEPSICO INC
COM
713448108
215
1284
SH
OTR
1284
0
0
PEPSICO INC
COM
713448108
635
3794
SH
SOLE
3794
0
0
PFIZER INC
COM
717081103
390
7536
SH
SOLE
7536
0
0
PFIZER INC
COM
717081103
254
4914
SH
OTR
4914
0
0
PHILIP MORRIS INTL INC
COM
718172109
65
695
SH
SOLE
695
0
0
PHILIP MORRIS INTL INC
COM
718172109
303
3230
SH
OTR
3230
0
0
PNC FINL SVCS GROUP INC
COM
693475105
610
3306
SH
OTR
3306
0
0
PNC FINL SVCS GROUP INC
COM
693475105
188
1019
SH
SOLE
1019
0
0
PPG INDS INC
COM
693506107
5
40
SH
OTR
40
0
0
PPG INDS INC
COM
693506107
457
3488
SH
SOLE
3488
0
0
PPL CORP
COM
69351T106
23
800
SH
OTR
800
0
0
PPL CORP
COM
69351T106
316
11054
SH
SOLE
11054
0
0
PROCTER AND GAMBLE CO
COM
742718109
223
1462
SH
OTR
1462
0
0
PROCTER AND GAMBLE CO
COM
742718109
529
3461
SH
SOLE
3461
0
0
QUANTA SVCS INC
COM
74762E102
270
2050
SH
OTR
2050
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
319
2329
SH
SOLE
2329
0
0
ROPER TECHNOLOGIES INC
COM
776696106
4567
9671
SH
SOLE
9671
0
0
ROPER TECHNOLOGIES INC
COM
776696106
216
457
SH
OTR
457
0
0
ROYAL GOLD INC
COM
780287108
459
3252
SH
OTR
3252
0
0
S&P GLOBAL INC
COM
78409V104
4026
9816
SH
SOLE
9816
0
0
S&P GLOBAL INC
COM
78409V104
400
975
SH
OTR
975
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
365
4779
SH
OTR
4779
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
7891
103236
SH
SOLE
103236
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
279
1757
SH
SOLE
1757
0
0
SHERWIN WILLIAMS CO
COM
824348106
210
840
SH
OTR
840
0
0
SHERWIN WILLIAMS CO
COM
824348106
4211
16869
SH
SOLE
16869
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
186
1399
SH
OTR
1399
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
3709
27832
SH
SOLE
27832
0
0
SOUTHERN CO
COM
842587107
73
1000
SH
OTR
1000
0
0
SOUTHERN CO
COM
842587107
143
1966
SH
SOLE
1966
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
414
916
SH
OTR
916
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
622
1378
SH
SOLE
1378
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
187
2487
SH
OTR
2487
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
3598
47961
SH
SOLE
47961
0
0
TE CONNECTIVITY LTD
SHS
H84989104
3535
26988
SH
SOLE
26988
0
0
TE CONNECTIVITY LTD
SHS
H84989104
264
2017
SH
OTR
2017
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
458
775
SH
OTR
775
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
5188
8783
SH
SOLE
8783
0
0
UNION PAC CORP
COM
907818108
959
3509
SH
SOLE
3509
0
0
UNION PAC CORP
COM
907818108
64
235
SH
OTR
235
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
442
2063
SH
SOLE
2063
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
491
963
SH
OTR
963
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4390
8609
SH
SOLE
8609
0
0
UNIVEST FINANCIAL CORPORATIO
COM
915271100
641
23936
SH
OTR
23936
0
0
UNIVEST FINANCIAL CORPORATIO
COM
915271100
13578
507418
SH
SOLE
507418
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
391
4921
SH
OTR
4921
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
174
2191
SH
SOLE
2191
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
270
5157
SH
OTR
5157
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
202
1860
SH
SOLE
1860
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
25068
60379
SH
SOLE
60379
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
198
478
SH
OTR
478
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
234
1029
SH
SOLE
1029
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
552
9586
SH
SOLE
9586
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1815
30379
SH
OTR
30379
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
41406
693109
SH
SOLE
693109
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
268
5587
SH
SOLE
5587
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
61
1264
SH
OTR
1264
0
0
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
285
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
709
13916
SH
SOLE
13916
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
128
2510
SH
OTR
2510
0
0
VISA INC
COM CL A
92826C839
459
2070
SH
OTR
2070
0
0
VISA INC
COM CL A
92826C839
6649
29983
SH
SOLE
29983
0
0
WALMART INC
COM
931142103
507
3404
SH
SOLE
3404
0
0
WASTE MGMT INC DEL
COM
94106L109
603
3805
SH
SOLE
3805
0
0
WSFS FINL CORP
COM
929328102
554
11886
SH
SOLE
11886
0
0
ZOETIS INC
CL A
98978V103
187
992
SH
OTR
992
0
0
ZOETIS INC
CL A
98978V103
3846
20394
SH
SOLE
20394
0
0