Univest Financial Corporation
DE ˙ DB ˙ US9152711001
33,40 € ↑0,80 (2,45%)
2026-06-03
AKTIENPREIS
SecurityDE:UVE / Univest Financial Corporation
InstitutionBernardo Wealth Planning LLC
Latest Disclosed Ownership23,561 shares
Latest Disclosed Value $ 807,196
Bernardo Wealth Planning LLC reports 0.21% increase in ownership of UVE / Univest Financial Corporation

On April 15, 2026 - Bernardo Wealth Planning LLC filed a 13F-HR form disclosing ownership of 23,561 shares of Univest Financial Corporation (DE:UVE) valued at $673,845 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 23,512 shares of Univest Financial Corporation. This represents a change in shares of 0.21% during the quarter. The current value of the position is $786,937 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 23,561 49 0.21 807 4.94 0.1580
2026-01-26 2025-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 23,512 -660 -2.73 770 6.07 0.1467
2025-10-22 2025-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 24,172 3,484 16.84 726 0.1423
2025-08-13 2025-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 20,688 8,755 73.37 1 0.1348
2025-04-30 2025-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATIO COM 915271100 11,933 3 0.03 0 -100.00 0.0809
2025-04-22 2025-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 11,933 3 338 0.0810
2025-01-16 2024-12-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 11,930 -997 -7.71 330 0.0790
2024-10-18 2024-09-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 12,927 3 0.02 0 -100.00 0.0897
2024-07-10 2024-06-30 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 12,924 431 3.45 295 13.46 0.0794
2024-05-07 2024-03-31 13F UNIVEST FINANCIAL CORPORATIO COM 915271100 12,493 12,493 260 0.0723
2024-01-25 2023-12-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 0 -10,085 -100.00 0 -100.00
2023-10-30 2023-09-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 10,085 -964 -8.72 175 -12.06 0.0693
2023-07-21 2023-06-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 11,049 -2,731 -19.82 200 -39.14 0.0796
2023-05-05 2023-03-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 13,780 12 0.09 327 -8.91 0.1404
2023-01-30 2022-12-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 13,768 12 0.09 360 -0.55 0.1682
2022-10-24 2022-09-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 13,756 -360 -2.55 361 0.56 0.2043
2022-07-29 2022-06-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 14,116 16 0.11 359 -4.77 0.2051
2022-05-06 2022-03-31 13F/A-1 UNIVEST FINANCIAL CORPORATION COM Stock 915271100 14,100 988 7.54 377 -3.83 0.1872
2022-04-28 2022-03-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 13,112 0 392 0.1915
2022-01-27 2021-12-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 13,112 2,313 21.42 392 32.88 0.1915
2021-10-15 2021-09-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 10,799 167 1.57 295 5.36 0.1714
2021-07-30 2021-06-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 10,632 1 0.01 280 -7.59 0.1681
2021-04-23 2021-03-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 10,631 10,631 303 0.1928
2021-02-01 2020-12-31 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 0 -20,210 -100.00 0 -100.00
2020-10-23 2020-09-30 13F UNIVEST FINANCIAL CORPORATION COM Stock 915271100 20,210 -1,754 -7.99 290 -18.08 0.1304
2020-08-03 2020-06-30 13F UNIVEST FINANCIAL COM 915271100 21,964 1,270 6.14 354 5.04 0.1899
2020-05-01 2020-03-31 13F UNIVEST FINANCIAL COM 915271100 20,694 2 0.01 337 -39.17 0.2341
2020-02-10 2019-12-31 13F UNIVEST FINANCIAL COM 915271100 20,692 2 0.01 554 5.12 0.3362
2019-11-01 2019-09-30 13F UNIVEST FINANCIAL COM 915271100 20,690 2 0.01 527 -2.95 0.3817
2019-09-05 2019-06-30 13F/A-1 UNIVEST FINANCIAL COM 915271100 20,688 20,688 543 0.4252
2019-08-13 2019-06-30 13F UNIVEST FINANCIAL COM 915271100 20,688 543
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.