0001085146-22-002838.txt : 20220805
0001085146-22-002838.hdr.sgml : 20220805
20220805134519
ACCESSION NUMBER: 0001085146-22-002838
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220805
EFFECTIVENESS DATE: 20220805
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: 221139882
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
06-30-2022
06-30-2022
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
08-05-2022
0
176
306567
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
AB GLOBAL BOND ADVISOR
COM
01853W709
1059
143661
SH
OTR
143661
0
0
AB GLOBAL BOND ADVISOR
COM
01853W709
6458
876244
SH
SOLE
876244
0
0
ABBOTT LABS
COM
002824100
3451
31764
SH
SOLE
31764
0
0
ABBOTT LABS
COM
002824100
301
2769
SH
OTR
2769
0
0
ABBVIE INC
COM
00287Y109
323
2111
SH
SOLE
2111
0
0
ABBVIE INC
COM
00287Y109
198
1290
SH
OTR
1290
0
0
AIR PRODS & CHEMS INC
COM
009158106
307
1277
SH
SOLE
1277
0
0
ALPHABET INC
CAP STK CL A
02079K305
5163
2369
SH
SOLE
2369
0
0
ALPHABET INC
CAP STK CL A
02079K305
724
332
SH
OTR
332
0
0
ALTRIA GROUP INC
COM
02209S103
21
500
SH
SOLE
500
0
0
ALTRIA GROUP INC
COM
02209S103
202
4830
SH
OTR
4830
0
0
AMAZON COM INC
COM
023135106
6729
63358
SH
SOLE
63358
0
0
AMAZON COM INC
COM
023135106
680
6400
SH
OTR
6400
0
0
AMDOCS LTD
SHS
G02602103
521
6248
SH
SOLE
6248
0
0
AMERICAN EXPRESS CO
COM
025816109
190
1371
SH
OTR
1371
0
0
AMERICAN EXPRESS CO
COM
025816109
3276
23636
SH
SOLE
23636
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
457
1789
SH
OTR
1789
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
6230
24375
SH
SOLE
24375
0
0
AMGEN INC
COM
031162100
471
1935
SH
OTR
1935
0
0
AMGEN INC
COM
031162100
5610
23059
SH
SOLE
23059
0
0
APPLE INC
COM
037833100
9033
66067
SH
SOLE
66067
0
0
APPLE INC
COM
037833100
1323
9680
SH
OTR
9680
0
0
APPLIED MATLS INC
COM
038222105
233
2565
SH
OTR
2565
0
0
APPLIED MATLS INC
COM
038222105
4132
45419
SH
SOLE
45419
0
0
AT&T INC
COM
00206R102
135
6446
SH
SOLE
6446
0
0
AT&T INC
COM
00206R102
119
5700
SH
OTR
5700
0
0
BK OF AMERICA CORP
COM
060505104
78
2503
SH
SOLE
2503
0
0
BK OF AMERICA CORP
COM
060505104
170
5450
SH
OTR
5450
0
0
BLACKROCK INC
COM
09247X101
340
559
SH
OTR
559
0
0
BLACKROCK INC
COM
09247X101
4081
6700
SH
SOLE
6700
0
0
BOEING CO
COM
097023105
200
1466
SH
OTR
1466
0
0
BP PLC
SPONSORED ADR
055622104
209
7388
SH
OTR
7388
0
0
BP PLC
SPONSORED ADR
055622104
16
550
SH
SOLE
550
0
0
CDW CORP
COM
12514G108
9
57
SH
SOLE
57
0
0
CDW CORP
COM
12514G108
196
1243
SH
OTR
1243
0
0
CHEVRON CORP NEW
COM
166764100
43
300
SH
OTR
300
0
0
CHEVRON CORP NEW
COM
166764100
416
2876
SH
SOLE
2876
0
0
CISCO SYS INC
COM
17275R102
4638
108760
SH
SOLE
108760
0
0
CISCO SYS INC
COM
17275R102
318
7449
SH
OTR
7449
0
0
CME GROUP INC
COM
12572Q105
282
1379
SH
SOLE
1379
0
0
COCA COLA CO
COM
191216100
395
6282
SH
SOLE
6282
0
0
COMCAST CORP NEW
CL A
20030N101
287
7323
SH
OTR
7323
0
0
COMCAST CORP NEW
CL A
20030N101
3527
89894
SH
SOLE
89894
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
3261
13992
SH
SOLE
13992
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
220
945
SH
OTR
945
0
0
COSTCO WHSL CORP NEW
COM
22160K105
6361
13272
SH
SOLE
13272
0
0
COSTCO WHSL CORP NEW
COM
22160K105
558
1165
SH
OTR
1165
0
0
CVS HEALTH CORP
COM
126650100
209
2258
SH
OTR
2258
0
0
CVS HEALTH CORP
COM
126650100
3625
39119
SH
SOLE
39119
0
0
D R HORTON INC
COM
23331A109
352
5318
SH
OTR
5318
0
0
D R HORTON INC
COM
23331A109
4527
68396
SH
SOLE
68396
0
0
DEERE & CO
COM
244199105
178
593
SH
SOLE
593
0
0
DEERE & CO
COM
244199105
120
400
SH
OTR
400
0
0
DISNEY WALT CO
COM
254687106
2981
31581
SH
SOLE
31581
0
0
DISNEY WALT CO
COM
254687106
184
1951
SH
OTR
1951
0
0
ENTERGY CORP NEW
COM
29364G103
314
2792
SH
SOLE
2792
0
0
EQUIFAX INC
COM
294429105
960
5250
SH
OTR
5250
0
0
ESSENTIAL UTILS INC
COM
29670G102
237
5179
SH
SOLE
5179
0
0
EXELON CORP
COM
30161N101
267
5900
SH
OTR
5900
0
0
EXELON CORP
COM
30161N101
49
1071
SH
SOLE
1071
0
0
EXXON MOBIL CORP
COM
30231G102
257
3000
SH
OTR
3000
0
0
EXXON MOBIL CORP
COM
30231G102
531
6196
SH
SOLE
6196
0
0
FEDEX CORP
COM
31428X106
221
974
SH
OTR
974
0
0
FEDEX CORP
COM
31428X106
4035
17799
SH
SOLE
17799
0
0
FLOWERS FOODS INC
COM
343498101
217
8230
SH
SOLE
8230
0
0
GLOBAL PMTS INC
COM
37940X102
274
2481
SH
OTR
2481
0
0
GLOBAL PMTS INC
COM
37940X102
4653
42051
SH
SOLE
42051
0
0
HASBRO INC
COM
418056107
259
3162
SH
SOLE
3162
0
0
HERSHEY CO
COM
427866108
651
3027
SH
SOLE
3027
0
0
HOME DEPOT INC
COM
437076102
595
2169
SH
OTR
2169
0
0
HOME DEPOT INC
COM
437076102
5042
18385
SH
SOLE
18385
0
0
HONEYWELL INTL INC
COM
438516106
255
1466
SH
OTR
1466
0
0
HONEYWELL INTL INC
COM
438516106
4557
26221
SH
SOLE
26221
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
67
295
SH
OTR
295
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
2699
11931
SH
SOLE
11931
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
2912
31511
SH
SOLE
31511
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
65
703
SH
OTR
703
0
0
ISHARES TR
PFD AND INCM SEC
464288687
306
9295
SH
SOLE
9295
0
0
ISHARES TR
PFD AND INCM SEC
464288687
17
519
SH
OTR
519
0
0
JOHNSON & JOHNSON
COM
478160104
9477
53390
SH
OTR
53390
0
0
JOHNSON & JOHNSON
COM
478160104
441
2487
SH
SOLE
2487
0
0
JPMORGAN CHASE & CO
COM
46625H100
4295
38139
SH
SOLE
38139
0
0
JPMORGAN CHASE & CO
COM
46625H100
586
5204
SH
OTR
5204
0
0
LILLY ELI & CO
COM
532457108
195
600
SH
SOLE
600
0
0
LILLY ELI & CO
COM
532457108
548
1690
SH
OTR
1690
0
0
LOCKHEED MARTIN CORP
COM
539830109
516
1199
SH
SOLE
1199
0
0
LOCKHEED MARTIN CORP
COM
539830109
54
125
SH
OTR
125
0
0
MCDONALDS CORP
COM
580135101
57
230
SH
OTR
230
0
0
MCDONALDS CORP
COM
580135101
261
1059
SH
SOLE
1059
0
0
MERCK & CO INC
COM
58933Y105
91
1000
SH
OTR
1000
0
0
MERCK & CO INC
COM
58933Y105
770
8445
SH
SOLE
8445
0
0
META PLATFORMS INC
CL A
30303M102
3671
22768
SH
SOLE
22768
0
0
META PLATFORMS INC
CL A
30303M102
335
2075
SH
OTR
2075
0
0
METLIFE INC
COM
59156R108
22
351
SH
OTR
351
0
0
METLIFE INC
COM
59156R108
313
4991
SH
SOLE
4991
0
0
MICROSOFT CORP
COM
594918104
1628
6339
SH
OTR
6339
0
0
MICROSOFT CORP
COM
594918104
9359
36440
SH
SOLE
36440
0
0
MKS INSTRS INC
COM
55306N104
157
1531
SH
OTR
1531
0
0
MKS INSTRS INC
COM
55306N104
2674
26056
SH
SOLE
26056
0
0
MONDELEZ INTL INC
CL A
609207105
200
3217
SH
OTR
3217
0
0
MONDELEZ INTL INC
CL A
609207105
1978
31852
SH
SOLE
31852
0
0
MORGAN STANLEY
COM NEW
617446448
12
156
SH
SOLE
156
0
0
MORGAN STANLEY
COM NEW
617446448
191
2507
SH
OTR
2507
0
0
NEXTERA ENERGY INC
COM
65339F101
4219
54466
SH
SOLE
54466
0
0
NEXTERA ENERGY INC
COM
65339F101
260
3353
SH
OTR
3353
0
0
NIKE INC
CL B
654106103
212
2072
SH
OTR
2072
0
0
NIKE INC
CL B
654106103
3696
36165
SH
SOLE
36165
0
0
NORFOLK SOUTHN CORP
COM
655844108
901
3966
SH
SOLE
3966
0
0
OREILLY AUTOMOTIVE INC
COM
67103H107
271
429
SH
SOLE
429
0
0
PEPSICO INC
COM
713448108
214
1284
SH
OTR
1284
0
0
PEPSICO INC
COM
713448108
481
2889
SH
SOLE
2889
0
0
PFIZER INC
COM
717081103
253
4832
SH
OTR
4832
0
0
PFIZER INC
COM
717081103
371
7085
SH
SOLE
7085
0
0
PHILIP MORRIS INTL INC
COM
718172109
319
3230
SH
OTR
3230
0
0
PHILIP MORRIS INTL INC
COM
718172109
65
660
SH
SOLE
660
0
0
PNC FINL SVCS GROUP INC
COM
693475105
522
3306
SH
OTR
3306
0
0
PNC FINL SVCS GROUP INC
COM
693475105
145
919
SH
SOLE
919
0
0
PPG INDS INC
COM
693506107
399
3486
SH
SOLE
3486
0
0
PPG INDS INC
COM
693506107
5
40
SH
OTR
40
0
0
PPL CORP
COM
69351T106
22
800
SH
OTR
800
0
0
PPL CORP
COM
69351T106
285
10522
SH
SOLE
10522
0
0
PROCTER AND GAMBLE CO
COM
742718109
469
3264
SH
SOLE
3264
0
0
PROCTER AND GAMBLE CO
COM
742718109
210
1462
SH
OTR
1462
0
0
QUANTA SVCS INC
COM
74762E102
257
2050
SH
OTR
2050
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
297
2231
SH
SOLE
2231
0
0
ROPER TECHNOLOGIES INC
COM
776696106
3808
9650
SH
SOLE
9650
0
0
ROPER TECHNOLOGIES INC
COM
776696106
211
534
SH
OTR
534
0
0
ROYAL GOLD INC
COM
780287108
347
3252
SH
OTR
3252
0
0
S&P GLOBAL INC
COM
78409V104
362
1075
SH
OTR
1075
0
0
S&P GLOBAL INC
COM
78409V104
3412
10122
SH
SOLE
10122
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
7000
97893
SH
SOLE
97893
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
426
5964
SH
OTR
5964
0
0
SHERWIN WILLIAMS CO
COM
824348106
3898
17409
SH
SOLE
17409
0
0
SHERWIN WILLIAMS CO
COM
824348106
225
1007
SH
OTR
1007
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
2754
29725
SH
SOLE
29725
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
159
1716
SH
OTR
1716
0
0
SOUTHERN CO
COM
842587107
71
1000
SH
OTR
1000
0
0
SOUTHERN CO
COM
842587107
137
1926
SH
SOLE
1926
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
520
1378
SH
SOLE
1378
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
346
916
SH
OTR
916
0
0
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1517
57585
SH
SOLE
57585
0
0
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
205
7775
SH
OTR
7775
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
175
3014
SH
OTR
3014
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
2962
51001
SH
SOLE
51001
0
0
TE CONNECTIVITY LTD
SHS
H84989104
259
2293
SH
OTR
2293
0
0
TE CONNECTIVITY LTD
SHS
H84989104
3172
28034
SH
SOLE
28034
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
462
851
SH
OTR
851
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
4788
8813
SH
SOLE
8813
0
0
UNION PAC CORP
COM
907818108
740
3468
SH
SOLE
3468
0
0
UNION PAC CORP
COM
907818108
50
235
SH
OTR
235
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
359
1969
SH
SOLE
1969
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
4359
8487
SH
SOLE
8487
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
529
1030
SH
OTR
1030
0
0
UNIVEST FINANCIAL CORPORATIO
COM
915271100
609
23936
SH
OTR
23936
0
0
UNIVEST FINANCIAL CORPORATIO
COM
915271100
12806
503383
SH
SOLE
503383
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
370
4921
SH
OTR
4921
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
165
2191
SH
SOLE
2191
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
255
5157
SH
OTR
5157
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
20735
59776
SH
SOLE
59776
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
166
478
SH
OTR
478
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
479
9586
SH
SOLE
9586
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
36294
703236
SH
SOLE
703236
0
0
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1996
38672
SH
OTR
38672
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
228
5587
SH
SOLE
5587
0
0
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
52
1264
SH
OTR
1264
0
0
VANGUARD WORLD FD
MEGA CAP VAL ETF
921910840
256
2658
SH
SOLE
2658
0
0
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
277
1527
SH
SOLE
1527
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
92
1820
SH
OTR
1820
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
669
13173
SH
SOLE
13173
0
0
VISA INC
COM CL A
92826C839
454
2308
SH
OTR
2308
0
0
VISA INC
COM CL A
92826C839
5895
29941
SH
SOLE
29941
0
0
WALMART INC
COM
931142103
397
3264
SH
SOLE
3264
0
0
WASTE MGMT INC DEL
COM
94106L109
561
3665
SH
SOLE
3665
0
0
WSFS FINL CORP
COM
929328102
477
11886
SH
SOLE
11886
0
0
ZOETIS INC
CL A
98978V103
3604
20964
SH
SOLE
20964
0
0
ZOETIS INC
CL A
98978V103
206
1197
SH
OTR
1197
0
0