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
Compliance Trust Officer
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