0001085146-21-001190.txt : 20210414 0001085146-21-001190.hdr.sgml : 20210414 20210414134009 ACCESSION NUMBER: 0001085146-21-001190 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210414 DATE AS OF CHANGE: 20210414 EFFECTIVENESS DATE: 20210414 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: 21825287 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 03-31-2021 03-31-2021 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 04-09-2021 0 180 354777 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 4346 40156 SH SOLE 40156 0 0 ABBVIE INC COM 00287Y109 200 1852 SH OTR 1852 0 0 AIR PRODS & CHEMS INC COM 009158106 2490 8852 SH SOLE 8852 0 0 AIR PRODS & CHEMS INC COM 009158106 102 364 SH OTR 364 0 0 ALLSTATE CORP COM 020002101 5223 45456 SH SOLE 45456 0 0 ALLSTATE CORP COM 020002101 253 2198 SH OTR 2198 0 0 ALPHABET INC CAP STK CL A 02079K305 5400 2618 SH SOLE 2618 0 0 ALPHABET INC CAP STK CL A 02079K305 248 120 SH OTR 120 0 0 ALTRIA GROUP INC COM 02209S103 247 4830 SH OTR 4830 0 0 ALTRIA GROUP INC COM 02209S103 26 500 SH SOLE 500 0 0 AMAZON COM INC COM 023135106 9292 3003 SH SOLE 3003 0 0 AMAZON COM INC COM 023135106 427 138 SH OTR 138 0 0 AMDOCS LTD SHS G02602103 303 4317 SH OTR 4317 0 0 AMDOCS LTD SHS G02602103 6595 94011 SH SOLE 94011 0 0 AMERICAN EXPRESS CO COM 025816109 4191 29629 SH SOLE 29629 0 0 AMERICAN EXPRESS CO COM 025816109 199 1404 SH OTR 1404 0 0 AMERICAN TOWER CORP NEW COM 03027X100 327 1368 SH OTR 1368 0 0 AMERICAN TOWER CORP NEW COM 03027X100 6584 27543 SH SOLE 27543 0 0 AMGEN INC COM 031162100 294 1180 SH OTR 1180 0 0 AMGEN INC COM 031162100 5890 23674 SH SOLE 23674 0 0 APPLE INC COM 037833100 11175 91487 SH SOLE 91487 0 0 APPLE INC COM 037833100 639 5228 SH OTR 5228 0 0 APPLIED MATLS INC COM 038222105 362 2709 SH SOLE 2709 0 0 AT&T INC COM 00206R102 173 5700 SH OTR 5700 0 0 AT&T INC COM 00206R102 204 6748 SH SOLE 6748 0 0 AVERY DENNISON CORP COM 053611109 65 355 SH OTR 355 0 0 AVERY DENNISON CORP COM 053611109 316 1719 SH SOLE 1719 0 0 BECTON DICKINSON & CO COM 075887109 219 901 SH SOLE 901 0 0 BECTON DICKINSON & CO COM 075887109 11 47 SH OTR 47 0 0 BK OF AMERICA CORP COM 060505104 12 313 SH OTR 313 0 0 BK OF AMERICA CORP COM 060505104 399 10311 SH SOLE 10311 0 0 BOEING CO COM 097023105 373 1466 SH OTR 1466 0 0 BOEING CO COM 097023105 25 98 SH SOLE 98 0 0 BRYN MAWR BK CORP COM 117665109 557 12240 SH SOLE 12240 0 0 CHEVRON CORP NEW COM 166764100 343 3276 SH SOLE 3276 0 0 CHEVRON CORP NEW COM 166764100 31 300 SH OTR 300 0 0 CISCO SYS INC COM 17275R102 471 9102 SH SOLE 9102 0 0 CISCO SYS INC COM 17275R102 101 1955 SH OTR 1955 0 0 CME GROUP INC COM 12572Q105 256 1255 SH SOLE 1255 0 0 COCA COLA CO COM 191216100 331 6282 SH SOLE 6282 0 0 COMCAST CORP NEW CL A 20030N101 4697 86813 SH SOLE 86813 0 0 COMCAST CORP NEW CL A 20030N101 208 3838 SH OTR 3838 0 0 CONSTELLATION BRANDS INC CL A 21036P108 188 826 SH OTR 826 0 0 CONSTELLATION BRANDS INC CL A 21036P108 3409 14953 SH SOLE 14953 0 0 CORNING INC COM 219350105 299 6875 SH SOLE 6875 0 0 COSTCO WHSL CORP NEW COM 22160K105 7061 20033 SH SOLE 20033 0 0 COSTCO WHSL CORP NEW COM 22160K105 310 880 SH OTR 880 0 0 CVS HEALTH CORP COM 126650100 202 2687 SH OTR 2687 0 0 CVS HEALTH CORP COM 126650100 4223 56140 SH SOLE 56140 0 0 DEERE & CO COM 244199105 150 400 SH OTR 400 0 0 DEERE & CO COM 244199105 160 428 SH SOLE 428 0 0 DISNEY WALT CO COM 254687106 4638 25136 SH SOLE 25136 0 0 DISNEY WALT CO COM 254687106 264 1432 SH OTR 1432 0 0 ENTERGY CORP NEW COM 29364G103 358 3597 SH SOLE 3597 0 0 EQUIFAX INC COM 294429105 951 5250 SH OTR 5250 0 0 ESSENTIAL UTILS INC COM 29670G102 252 5636 SH SOLE 5636 0 0 EXELON CORP COM 30161N101 47 1071 SH SOLE 1071 0 0 EXELON CORP COM 30161N101 258 5900 SH OTR 5900 0 0 EXXON MOBIL CORP COM 30231G102 388 6946 SH SOLE 6946 0 0 EXXON MOBIL CORP COM 30231G102 167 3000 SH OTR 3000 0 0 FACEBOOK INC CL A 30303M102 294 997 SH OTR 997 0 0 FACEBOOK INC CL A 30303M102 6363 21604 SH SOLE 21604 0 0 FASTENAL CO COM 311900104 262 5210 SH SOLE 5210 0 0 FEDEX CORP COM 31428X106 4476 15759 SH SOLE 15759 0 0 FEDEX CORP COM 31428X106 200 705 SH OTR 705 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 62 442 SH SOLE 442 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 295 2095 SH OTR 2095 0 0 FISERV INC COM 337738108 6041 50751 SH SOLE 50751 0 0 FISERV INC COM 337738108 290 2437 SH OTR 2437 0 0 GENERAL ELECTRIC CO COM 369604103 109 8337 SH SOLE 8337 0 0 GENERAL ELECTRIC CO COM 369604103 148 11240 SH OTR 11240 0 0 GLOBAL PMTS INC COM 37940X102 6140 30460 SH SOLE 30460 0 0 GLOBAL PMTS INC COM 37940X102 292 1449 SH OTR 1449 0 0 HASBRO INC COM 418056107 378 3931 SH SOLE 3931 0 0 HERSHEY CO COM 427866108 415 2627 SH SOLE 2627 0 0 HOME DEPOT INC COM 437076102 7000 22933 SH SOLE 22933 0 0 HOME DEPOT INC COM 437076102 536 1756 SH OTR 1756 0 0 HONEYWELL INTL INC COM 438516106 255 1173 SH OTR 1173 0 0 HONEYWELL INTL INC COM 438516106 5657 26062 SH SOLE 26062 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 197 1765 SH OTR 1765 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 4172 37359 SH SOLE 37359 0 0 IQVIA HLDGS INC COM 46266C105 12 60 SH OTR 60 0 0 IQVIA HLDGS INC COM 46266C105 190 984 SH SOLE 984 0 0 ISHARES TR CORE S&P MCP ETF 464287507 88 338 SH OTR 338 0 0 ISHARES TR CORE S&P MCP ETF 464287507 3237 12435 SH SOLE 12435 0 0 ISHARES TR CORE S&P SCP ETF 464287804 95 879 SH OTR 879 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3552 32728 SH SOLE 32728 0 0 ISHARES TR PFD AND INCM SEC 464288687 357 9295 SH SOLE 9295 0 0 ISHARES TR PFD AND INCM SEC 464288687 20 519 SH OTR 519 0 0 ISHARES TR SELECT DIVID ETF 464287168 222 1948 SH SOLE 1948 0 0 JOHNSON & JOHNSON COM 478160104 4626 28150 SH SOLE 28150 0 0 JOHNSON & JOHNSON COM 478160104 9124 55518 SH OTR 55518 0 0 JPMORGAN CHASE & CO COM 46625H100 5801 38110 SH SOLE 38110 0 0 JPMORGAN CHASE & CO COM 46625H100 393 2584 SH OTR 2584 0 0 KIMBERLY-CLARK CORP COM 494368103 26 188 SH OTR 188 0 0 KIMBERLY-CLARK CORP COM 494368103 760 5468 SH SOLE 5468 0 0 LILLY ELI & CO COM 532457108 166 890 SH OTR 890 0 0 LILLY ELI & CO COM 532457108 112 600 SH SOLE 600 0 0 LOCKHEED MARTIN CORP COM 539830109 194 525 SH OTR 525 0 0 LOCKHEED MARTIN CORP COM 539830109 552 1495 SH SOLE 1495 0 0 MCDONALDS CORP COM 580135101 52 230 SH OTR 230 0 0 MCDONALDS CORP COM 580135101 316 1412 SH SOLE 1412 0 0 MEDTRONIC PLC SHS G5960L103 247 2091 SH SOLE 2091 0 0 MERCK & CO. INC COM 58933Y105 77 1000 SH OTR 1000 0 0 MERCK & CO. INC COM 58933Y105 742 9622 SH SOLE 9622 0 0 METLIFE INC COM 59156R108 21 351 SH OTR 351 0 0 METLIFE INC COM 59156R108 422 6949 SH SOLE 6949 0 0 MICROSOFT CORP COM 594918104 789 3345 SH OTR 3345 0 0 MICROSOFT CORP COM 594918104 11117 47151 SH SOLE 47151 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 103 1128 SH OTR 1128 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 2320 25471 SH SOLE 25471 0 0 NEXTERA ENERGY INC COM 65339F101 4541 60052 SH SOLE 60052 0 0 NEXTERA ENERGY INC COM 65339F101 210 2782 SH OTR 2782 0 0 NIKE INC CL B 654106103 4952 37265 SH SOLE 37265 0 0 NIKE INC CL B 654106103 237 1781 SH OTR 1781 0 0 NORFOLK SOUTHN CORP COM 655844108 1065 3966 SH SOLE 3966 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 306 604 SH OTR 604 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 6452 12719 SH SOLE 12719 0 0 PAYCHEX INC COM 704326107 394 4016 SH SOLE 4016 0 0 PEPSICO INC COM 713448108 584 4127 SH SOLE 4127 0 0 PEPSICO INC COM 713448108 182 1284 SH OTR 1284 0 0 PFIZER INC COM 717081103 436 12034 SH SOLE 12034 0 0 PFIZER INC COM 717081103 181 4993 SH OTR 4993 0 0 PHILIP MORRIS INTL INC COM 718172109 59 660 SH SOLE 660 0 0 PHILIP MORRIS INTL INC COM 718172109 287 3230 SH OTR 3230 0 0 PNC FINL SVCS GROUP INC COM 693475105 272 1549 SH SOLE 1549 0 0 PNC FINL SVCS GROUP INC COM 693475105 606 3457 SH OTR 3457 0 0 PPG INDS INC COM 693506107 572 3809 SH SOLE 3809 0 0 PPL CORP COM 69351T106 23 800 SH OTR 800 0 0 PPL CORP COM 69351T106 417 14476 SH SOLE 14476 0 0 PROCTER AND GAMBLE CO COM 742718109 729 5383 SH SOLE 5383 0 0 QUEST DIAGNOSTICS INC COM 74834L100 413 3221 SH SOLE 3221 0 0 ROPER TECHNOLOGIES INC COM 776696106 4212 10443 SH SOLE 10443 0 0 ROPER TECHNOLOGIES INC COM 776696106 190 471 SH OTR 471 0 0 S&P GLOBAL INC COM 78409V104 4151 11764 SH SOLE 11764 0 0 S&P GLOBAL INC COM 78409V104 191 540 SH OTR 540 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 6865 139923 SH SOLE 139923 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 298 6078 SH OTR 6078 0 0 SHERWIN WILLIAMS CO COM 824348106 4205 5698 SH SOLE 5698 0 0 SHERWIN WILLIAMS CO COM 824348106 201 272 SH OTR 272 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 4541 24752 SH SOLE 24752 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 207 1127 SH OTR 1127 0 0 SOUTHERN CO COM 842587107 374 6013 SH SOLE 6013 0 0 SOUTHERN CO COM 842587107 62 1000 SH OTR 1000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 828 2090 SH SOLE 2090 0 0 SYSCO CORP COM 871829107 411 5220 SH SOLE 5220 0 0 TE CONNECTIVITY LTD REG SHS H84989104 4261 33000 SH SOLE 33000 0 0 TE CONNECTIVITY LTD REG SHS H84989104 294 2275 SH OTR 2275 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 247 541 SH OTR 541 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5261 11528 SH SOLE 11528 0 0 UNION PAC CORP COM 907818108 829 3759 SH SOLE 3759 0 0 UNION PAC CORP COM 907818108 52 235 SH OTR 235 0 0 UNITED PARCEL SERVICE INC CL B 911312106 509 2995 SH SOLE 2995 0 0 UNITEDHEALTH GROUP INC COM 91324P102 310 833 SH SOLE 833 0 0 UNITEDHEALTH GROUP INC COM 91324P102 80 215 SH OTR 215 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 1320 46156 SH OTR 46156 0 0 UNIVEST FINANCIAL CORPORATIO COM 915271100 15727 550085 SH SOLE 550085 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 201 2378 SH SOLE 2378 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 417 4921 SH OTR 4921 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 35 610 SH SOLE 610 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 295 5157 SH OTR 5157 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23617 64828 SH SOLE 64828 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 174 478 SH OTR 478 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 203 984 SH SOLE 984 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 555 9150 SH SOLE 9150 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1832 29220 SH OTR 29220 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 45217 721166 SH SOLE 721166 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 306 6222 SH SOLE 6222 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 62 1264 SH OTR 1264 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 275 2886 SH SOLE 2886 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 343 1657 SH SOLE 1657 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 4032 69338 SH SOLE 69338 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 298 5123 SH OTR 5123 0 0 VISA INC COM CL A 92826C839 325 1536 SH OTR 1536 0 0 VISA INC COM CL A 92826C839 6497 30683 SH SOLE 30683 0 0 WALMART INC COM 931142103 6 45 SH OTR 45 0 0 WALMART INC COM 931142103 393 2894 SH SOLE 2894 0 0 WASTE MGMT INC DEL COM 94106L109 669 5185 SH SOLE 5185 0 0 ZOETIS INC CL A 98978V103 4048 25702 SH SOLE 25702 0 0 ZOETIS INC CL A 98978V103 188 1195 SH OTR 1195 0 0