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UVSP Univest Financial Corporatio

Financials, filed as UNIVEST FINANCIAL CORPORATIO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 1 Owner
  • Max 0.1%
  • $37M
  • 1 reduce

In 2026 Q2 Richard Pzena trimmed Univest Financial Corporatio.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Richard Pzena, Pzena Investment Management). Not free-float ownership.

  1. Richard Pzena Reduce 0.11%

Who owns UVSP

Sorted by value, long equity only, as of 2026 Q2.

History
Richard Pzena, Pzena Investment Management 0.11% Reduce −0.9% 834,628 $37M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by UVSP's executives, directors and 10% owners in the last 12 months, from their Form 4s

All UVSP insider trades
  • $40K bought by 1 insider
  • $2.9M sold by 7 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Thomas M Petro Director
    Sale
    $208K 5,000 shares at $41.69 9.6% of stake
    Traded Aug 24 Filed Aug 24
    ↗
  2. Michael L. Turner Director
    Sale
    $344K 8,000 shares at $43.04 25% of stake
    Traded Aug 13 Filed Aug 14
    ↗
  3. Brian J Richardson CFO
    Sale
    $85K 2,090 shares at $40.90 7.9% of stake
    Traded Jun 8 Filed Jun 9
    ↗
  4. Megan D Santana Sr EVP & Chief Risk Officer
    Sale
    $114K 2,787 shares at $40.83 7.2% of stake
    Traded Jun 8 Filed Jun 9
    ↗
  5. Jeffrey M Schweitzer CEO
    Sale
    $570K 13,933 shares at $40.91 11% of stake
    Traded Jun 8 Filed Jun 9
    ↗
  6. Michael S Keim COO
    Sale
    $280K 7,245 shares at $38.71 9.8% of stake
    Traded May 5 Filed May 7
    ↗
  7. Natalye Paquin Director
    Sale
    $491K 13,000 shares at $37.80 43% of stake
    Traded Apr 27 Filed Apr 27
    ↗
  8. Natalye Paquin Director
    Buy
    $20K 580 shares at $34.58 +2% to stake
    Traded Feb 2 Filed Feb 3
    ↗
  9. Brian J Richardson CFO
    Sale
    $52K 1,500 shares at $34.45 6.8% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  10. Megan D Santana Sr EVP & Chief Risk Officer
    Sale
    $89K 2,522 shares at $35.45 7.3% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  11. Michael S Keim COO
    Sale
    $228K 6,696 shares at $34.07 9.8% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  12. Jeffrey M Schweitzer CEO
    Sale
    $430K 12,277 shares at $34.99 11% of stake
    Traded Dec 12, 2025 Filed Dec 15, 2025
    ↗
  13. Natalye Paquin Director
    Buy
    $20K 655 shares at $29.81 +2.4% to stake
    Traded Nov 10, 2025 Filed Nov 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 41 option exercises, 6 share withholdings for taxes, 5 other transactions, and 1 gift.

Congress

1 member of Congress traded UVSP in the last three years: 0 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Jefferson Shreve R-IN-6 Sell $15K–$50K May 12, 2025 filed Jun 22, 2025

SEC filings

Recent issuer filings from EDGAR, 16 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
10-K Filing Doc
8-K 8.01 Filing Doc
8-K 2.02,9.01 Filing Doc
424B3 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue — $299.22M $328.06M
Net income $71.1M $75.93M $90.76M
Net margin * — 25.4% 27.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $7.78B $8.13B $8.44B
Total equity $839.21M $887.3M $943.32M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $89.74M $75.11M $101.51M
Cash from investing -$454.44M -$259.74M -$83.68M
Cash from financing $461.7M $263.68M $207.04M
Net change in cash * $97M $79.04M $224.87M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.