0001085146-21-000145.txt : 20210119 0001085146-21-000145.hdr.sgml : 20210119 20210115195109 ACCESSION NUMBER: 0001085146-21-000145 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210119 DATE AS OF CHANGE: 20210115 EFFECTIVENESS DATE: 20210119 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: 21533488 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 12-31-2020 12-31-2020 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 01-14-2021 0 188 344547 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 4283 39969 SH SOLE 39969 0 0 ABBVIE INC COM 00287Y109 206 1922 SH OTR 1922 0 0 AIR PRODS & CHEMS INC COM 009158106 3273 11978 SH SOLE 11978 0 0 AIR PRODS & CHEMS INC COM 009158106 136 498 SH OTR 498 0 0 ALLSTATE CORP COM 020002101 212 1933 SH OTR 1933 0 0 ALLSTATE CORP COM 020002101 4916 44718 SH SOLE 44718 0 0 ALPHABET INC CAP STK CL A 02079K305 261 149 SH OTR 149 0 0 ALPHABET INC CAP STK CL A 02079K305 5279 3012 SH SOLE 3012 0 0 ALTRIA GROUP INC COM 02209S103 21 500 SH SOLE 500 0 0 ALTRIA GROUP INC COM 02209S103 198 4830 SH OTR 4830 0 0 AMAZON COM INC COM 023135106 199 61 SH OTR 61 0 0 AMAZON COM INC COM 023135106 4465 1371 SH SOLE 1371 0 0 AMDOCS LTD SHS G02602103 361 5084 SH OTR 5084 0 0 AMDOCS LTD SHS G02602103 7707 108652 SH SOLE 108652 0 0 AMERICAN EXPRESS CO COM 025816109 213 1765 SH OTR 1765 0 0 AMERICAN EXPRESS CO COM 025816109 4139 34233 SH SOLE 34233 0 0 AMERICAN TOWER CORP NEW COM 03027X100 183 814 SH OTR 814 0 0 AMERICAN TOWER CORP NEW COM 03027X100 4625 20605 SH SOLE 20605 0 0 AMGEN INC COM 031162100 5474 23809 SH SOLE 23809 0 0 AMGEN INC COM 031162100 263 1144 SH OTR 1144 0 0 APPLE INC COM 037833100 637 4799 SH OTR 4799 0 0 APPLE INC COM 037833100 10491 79062 SH SOLE 79062 0 0 APPLIED MATLS INC COM 038222105 327 3789 SH SOLE 3789 0 0 AT&T INC COM 00206R102 200 6945 SH OTR 6945 0 0 AT&T INC COM 00206R102 88 3050 SH SOLE 3050 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 266 1510 SH OTR 1510 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2302 13064 SH SOLE 13064 0 0 AVERY DENNISON CORP COM 053611109 151 971 SH SOLE 971 0 0 AVERY DENNISON CORP COM 053611109 55 355 SH OTR 355 0 0 BECTON DICKINSON & CO COM 075887109 192 769 SH OTR 769 0 0 BECTON DICKINSON & CO COM 075887109 4166 16650 SH SOLE 16650 0 0 BK OF AMERICA CORP COM 060505104 4396 145034 SH SOLE 145034 0 0 BK OF AMERICA CORP COM 060505104 210 6941 SH OTR 6941 0 0 BOEING CO COM 097023105 21 98 SH SOLE 98 0 0 BOEING CO COM 097023105 314 1466 SH OTR 1466 0 0 BRYN MAWR BK CORP COM 117665109 374 12240 SH SOLE 12240 0 0 CHEVRON CORP NEW COM 166764100 75 884 SH OTR 884 0 0 CHEVRON CORP NEW COM 166764100 227 2692 SH SOLE 2692 0 0 CISCO SYS INC COM 17275R102 429 9585 SH SOLE 9585 0 0 CISCO SYS INC COM 17275R102 87 1955 SH OTR 1955 0 0 COCA COLA CO COM 191216100 345 6282 SH SOLE 6282 0 0 COMCAST CORP NEW CL A 20030N101 4891 93337 SH SOLE 93337 0 0 COMCAST CORP NEW CL A 20030N101 283 5394 SH OTR 5394 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3577 16329 SH SOLE 16329 0 0 CONSTELLATION BRANDS INC CL A 21036P108 202 921 SH OTR 921 0 0 CORNING INC COM 219350105 265 7367 SH SOLE 7367 0 0 COSTCO WHSL CORP NEW COM 22160K105 4417 11722 SH SOLE 11722 0 0 COSTCO WHSL CORP NEW COM 22160K105 204 542 SH OTR 542 0 0 CVS HEALTH CORP COM 126650100 3942 57712 SH SOLE 57712 0 0 CVS HEALTH CORP COM 126650100 182 2665 SH OTR 2665 0 0 DEERE & CO COM 244199105 115 428 SH SOLE 428 0 0 DEERE & CO COM 244199105 108 400 SH OTR 400 0 0 DISNEY WALT CO COM 254687106 390 2154 SH OTR 2154 0 0 DISNEY WALT CO COM 254687106 6858 37854 SH SOLE 37854 0 0 DOMINION ENERGY INC COM 25746U109 302 4010 SH SOLE 4010 0 0 EQUIFAX INC COM 294429105 1205 6250 SH OTR 6250 0 0 ESSENTIAL UTILS INC COM 29670G102 267 5636 SH SOLE 5636 0 0 EXELON CORP COM 30161N101 249 5900 SH OTR 5900 0 0 EXELON CORP COM 30161N101 45 1071 SH SOLE 1071 0 0 EXXON MOBIL CORP COM 30231G102 252 6123 SH SOLE 6123 0 0 EXXON MOBIL CORP COM 30231G102 153 3723 SH OTR 3723 0 0 FACEBOOK INC CL A 30303M102 5127 18769 SH SOLE 18769 0 0 FACEBOOK INC CL A 30303M102 243 888 SH OTR 888 0 0 FASTENAL CO COM 311900104 271 5560 SH SOLE 5560 0 0 FEDEX CORP COM 31428X106 2604 10030 SH SOLE 10030 0 0 FEDEX CORP COM 31428X106 124 479 SH OTR 479 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 296 2095 SH OTR 2095 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 37 261 SH SOLE 261 0 0 FISERV INC COM 337738108 57 498 SH OTR 498 0 0 FISERV INC COM 337738108 3903 34279 SH SOLE 34279 0 0 GENERAL DYNAMICS CORP COM 369550108 557 3744 SH SOLE 3744 0 0 GENERAL DYNAMICS CORP COM 369550108 69 463 SH OTR 463 0 0 GENERAL ELECTRIC CO COM 369604103 133 12302 SH OTR 12302 0 0 GENERAL ELECTRIC CO COM 369604103 86 7950 SH SOLE 7950 0 0 GLOBAL PMTS INC COM 37940X102 322 1493 SH OTR 1493 0 0 GLOBAL PMTS INC COM 37940X102 6625 30752 SH SOLE 30752 0 0 HASBRO INC COM 418056107 377 4034 SH SOLE 4034 0 0 HERSHEY CO COM 427866108 400 2627 SH SOLE 2627 0 0 HOME DEPOT INC COM 437076102 463 1744 SH OTR 1744 0 0 HOME DEPOT INC COM 437076102 6188 23296 SH SOLE 23296 0 0 HONEYWELL INTL INC COM 438516106 5467 25701 SH SOLE 25701 0 0 HONEYWELL INTL INC COM 438516106 200 938 SH OTR 938 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 209 1815 SH OTR 1815 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4455 38645 SH SOLE 38645 0 0 IQVIA HLDGS INC COM 46266C105 4284 23910 SH SOLE 23910 0 0 IQVIA HLDGS INC COM 46266C105 209 1169 SH OTR 1169 0 0 ISHARES TR CORE S&P MCP ETF 464287507 78 338 SH OTR 338 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2862 12451 SH SOLE 12451 0 0 ISHARES TR CORE S&P SCP ETF 464287804 81 879 SH OTR 879 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3136 34128 SH SOLE 34128 0 0 ISHARES TR PFD AND INCM SEC 464288687 358 9295 SH SOLE 9295 0 0 ISHARES TR PFD AND INCM SEC 464288687 20 519 SH OTR 519 0 0 JOHNSON & JOHNSON COM 478160104 4554 28936 SH SOLE 28936 0 0 JOHNSON & JOHNSON COM 478160104 8736 55511 SH OTR 55511 0 0 JPMORGAN CHASE & CO COM 46625H100 4896 38533 SH SOLE 38533 0 0 JPMORGAN CHASE & CO COM 46625H100 434 3416 SH OTR 3416 0 0 KIMBERLY-CLARK CORP COM 494368103 4468 33140 SH SOLE 33140 0 0 KIMBERLY-CLARK CORP COM 494368103 185 1370 SH OTR 1370 0 0 LILLY ELI & CO COM 532457108 150 890 SH OTR 890 0 0 LILLY ELI & CO COM 532457108 101 600 SH SOLE 600 0 0 LOCKHEED MARTIN CORP COM 539830109 186 525 SH OTR 525 0 0 LOCKHEED MARTIN CORP COM 539830109 425 1197 SH SOLE 1197 0 0 MCDONALDS CORP COM 580135101 284 1325 SH SOLE 1325 0 0 MCDONALDS CORP COM 580135101 49 230 SH OTR 230 0 0 MEDTRONIC PLC SHS G5960L103 230 1965 SH SOLE 1965 0 0 MERCK & CO. INC COM 58933Y105 82 1000 SH OTR 1000 0 0 MERCK & CO. INC COM 58933Y105 746 9118 SH SOLE 9118 0 0 METLIFE INC COM 59156R108 16 351 SH OTR 351 0 0 METLIFE INC COM 59156R108 404 8604 SH SOLE 8604 0 0 MICROSOFT CORP COM 594918104 8107 36447 SH SOLE 36447 0 0 MICROSOFT CORP COM 594918104 634 2852 SH OTR 2852 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 110 1185 SH OTR 1185 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2412 26076 SH SOLE 26076 0 0 NEXTERA ENERGY INC COM 65339F101 3431 44472 SH SOLE 44472 0 0 NEXTERA ENERGY INC COM 65339F101 159 2067 SH OTR 2067 0 0 NIKE INC CL B 654106103 5640 39865 SH SOLE 39865 0 0 NIKE INC CL B 654106103 276 1949 SH OTR 1949 0 0 NORFOLK SOUTHN CORP COM 655844108 942 3966 SH SOLE 3966 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 275 607 SH OTR 607 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 5979 13212 SH SOLE 13212 0 0 PACCAR INC COM 693718108 2273 26349 SH SOLE 26349 0 0 PACCAR INC COM 693718108 98 1139 SH OTR 1139 0 0 PAYCHEX INC COM 704326107 404 4337 SH SOLE 4337 0 0 PEPSICO INC COM 713448108 190 1284 SH OTR 1284 0 0 PEPSICO INC COM 713448108 614 4137 SH SOLE 4137 0 0 PFIZER INC COM 717081103 389 10579 SH SOLE 10579 0 0 PFIZER INC COM 717081103 184 4993 SH OTR 4993 0 0 PHILIP MORRIS INTL INC COM 718172109 55 660 SH SOLE 660 0 0 PHILIP MORRIS INTL INC COM 718172109 267 3230 SH OTR 3230 0 0 PNC FINL SVCS GROUP INC COM 693475105 1446 9705 SH SOLE 9705 0 0 PNC FINL SVCS GROUP INC COM 693475105 699 4691 SH OTR 4691 0 0 PPG INDS INC COM 693506107 533 3698 SH SOLE 3698 0 0 PPL CORP COM 69351T106 380 13476 SH SOLE 13476 0 0 PPL CORP COM 69351T106 23 800 SH OTR 800 0 0 PROCTER AND GAMBLE CO COM 742718109 680 4887 SH SOLE 4887 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 167 2856 SH OTR 2856 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 39 666 SH SOLE 666 0 0 QUEST DIAGNOSTICS INC COM 74834L100 370 3106 SH SOLE 3106 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 4361 115054 SH SOLE 115054 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 206 5443 SH OTR 5443 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 17 259 SH OTR 259 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 191 2836 SH SOLE 2836 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 249 3968 SH SOLE 3968 0 0 SEMPRA ENERGY COM 816851109 2646 20770 SH SOLE 20770 0 0 SEMPRA ENERGY COM 816851109 138 1080 SH OTR 1080 0 0 SHERWIN WILLIAMS CO COM 824348106 152 207 SH OTR 207 0 0 SHERWIN WILLIAMS CO COM 824348106 3159 4298 SH SOLE 4298 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 6501 42523 SH SOLE 42523 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 303 1984 SH OTR 1984 0 0 SOUTHERN CO COM 842587107 376 6119 SH SOLE 6119 0 0 SOUTHERN CO COM 842587107 61 1000 SH OTR 1000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 788 2107 SH SOLE 2107 0 0 SYSCO CORP COM 871829107 319 4301 SH SOLE 4301 0 0 TE CONNECTIVITY LTD REG SHS H84989104 6790 56083 SH SOLE 56083 0 0 TE CONNECTIVITY LTD REG SHS H84989104 430 3549 SH OTR 3549 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5396 11585 SH SOLE 11585 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 264 566 SH OTR 566 0 0 UNION PAC CORP COM 907818108 173 831 SH OTR 831 0 0 UNION PAC CORP COM 907818108 649 3116 SH SOLE 3116 0 0 UNITED PARCEL SERVICE INC CL B 911312106 502 2979 SH SOLE 2979 0 0 UNITEDHEALTH GROUP INC COM 91324P102 75 215 SH OTR 215 0 0 UNITEDHEALTH GROUP INC COM 91324P102 284 809 SH SOLE 809 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 11338 550919 SH SOLE 550919 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 979 47581 SH OTR 47581 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 434 4921 SH OTR 4921 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 184 2086 SH SOLE 2086 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 302 5157 SH OTR 5157 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 36 610 SH SOLE 610 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 14 162 SH OTR 162 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 635 7476 SH SOLE 7476 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 164 478 SH OTR 478 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 22199 64590 SH 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