UVSP Smart Money
Univest Financial Corporation
1W: +3.0%
1M: +0.2%
3M: -5.6%
YTD: +33.2%
1Y: +45.9%
3Y: +168.2%
5Y: +75.1%
$42.40
+0.15 (+0.36%)
After Hours: $42.09 (-0.31, -0.73%)
Weekly Expected Move ±2.2%
$40
$41
$42
$43
$44
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026241
Institutions Holding
+17 vs prior
84.6%
Ownership
+19.60%
34
New
83
Increased
72
Reduced
16
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-24 | PETRO THOMAS M | director | S-Sale | 5,000 | $41.69 | $208K | Filing |
| 2026-08-13 | Turner Michael L. | director | S-Sale | 8,000 | $43.03 | $344K | Filing |
| 2026-06-08 | SCHWEITZER JEFFREY M | officer: chairman, president & ceo | S-Sale | 13,933 | $40.91 | $570K | Filing |
| 2026-06-08 | Richardson Brian J | officer: sr evp & cfo | S-Sale | 2,090 | $40.90 | $85K | Filing |
| 2026-06-08 | Santana Megan D | officer: sr evp & chief risk officer | S-Sale | 2,787 | $40.83 | $114K | Filing |
| 2026-05-05 | Keim Michael S | officer: senior evp & coo | S-Sale | 7,245 | $38.71 | $280K | Filing |
| 2026-04-27 | Paquin Natalye | director | S-Sale | 13,000 | $37.80 | $491K | Filing |
| 2026-03-15 | Monios Eleni S | officer: evp & chief credit officer | F-Tax Withholding | 444 | $32.72 | $15K | Filing |
| 2026-02-02 | Paquin Natalye | director | P-Purchase | 580 | $34.58 | $20K | Filing |
| 2025-12-22 | SCHWEITZER JEFFREY M | officer: chairman, president & ceo | G-Gift | 200 | $33.97 | $7K | Filing |
| 2025-12-12 | Richardson Brian J | officer: sr evp & cfo | S-Sale | 1,500 | $34.45 | $52K | Filing |
| 2025-12-12 | SCHWEITZER JEFFREY M | officer: chairman, president & ceo | S-Sale | 12,277 | $34.99 | $430K | Filing |
| 2025-12-12 | Santana Megan D | officer: sr evp & chief risk officer | S-Sale | 2,522 | $35.45 | $89K | Filing |
| 2025-12-12 | Keim Michael S | officer: senior evp & coo | S-Sale | 6,696 | $34.07 | $228K | Filing |
| 2025-11-10 | Paquin Natalye | director | P-Purchase | 455 | $29.80 | $14K | Filing |
| 2025-11-10 | Paquin Natalye | director | P-Purchase | 200 | $29.83 | $6K | Filing |
| 2025-08-27 | PETRO THOMAS M | director | S-Sale | 5,000 | $31.75 | $159K | Filing |
| 2025-08-27 | PETRO THOMAS M | director | S-Sale | 4,000 | $31.75 | $127K | Filing |
| 2025-08-04 | Paquin Natalye | director | P-Purchase | 682 | $28.23 | $19K | Filing |
| 2025-04-25 | Paquin Natalye | director | P-Purchase | 730 | $28.81 | $21K | Filing |
| 2025-03-19 | Vazquez Anne | director | P-Purchase | 1,250 | $28.63 | $36K | Filing |
| 2025-03-15 | Santana Megan D | officer: sr evp & chief risk officer | J-Other | 209 | $— | $0 | Filing |
| 2025-03-15 | Santana Megan D | officer: sr evp & chief risk officer | F-Tax Withholding | 2,699 | $28.27 | $76K | Filing |
| 2025-03-15 | SCHWEITZER JEFFREY M | officer: chairman, president & ceo | F-Tax Withholding | 8,207 | $28.27 | $232K | Filing |
| 2025-03-15 | Monios Eleni S | officer: evp & chief credit officer | F-Tax Withholding | 500 | $28.27 | $14K | Filing |
🏛️ Congressional Trades
1 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2025-05-11 | Jefferson Shreve | House | Sell | $15,001 - $50,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,417,251 | $150M | +306,159 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,896,670 | $83M | +10,435 | 2026-06-30 | Filing |
| FMR LLC | 1,570,525 | $69M | -331,799 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,187,660 | $52M | -29,683 | 2026-06-30 | Filing |
| STATE STREET CORP | 991,985 | $43M | +58,299 | 2026-06-30 | Filing |
| AMERICAN CENTURY COMPANIES INC | 846,282 | $37M | +88,280 | 2026-06-30 | Filing |
| PZENA INVESTMENT MANAGEMENT LLC | 834,628 | $37M | -7,797 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 823,655 | $36M | +32,711 | 2026-06-30 | Filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, TH | 764,026 | $33M | -331,529 | 2026-06-30 | Filing |
| RENAISSANCE TECHNOLOGIES LLC | 515,789 | $23M | -67,945 | 2026-06-30 | Filing |
| UNIVEST FINANCIAL Corp | 503,433 | $22M | +1,682 | 2026-06-30 | Filing |
| AQR CAPITAL MANAGEMENT LLC | 435,006 | $19M | +84,068 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 424,252 | $19M | +104,449 | 2026-06-30 | Filing |
| Assenagon Asset Management S.A. | 358,183 | $16M | +100,780 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 351,281 | $15M | +4,388 | 2026-06-30 | Filing |
| Leeward Investments, LLC - MA | 321,438 | $14M | -7,026 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 317,908 | $14M | +39,417 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 307,272 | $13M | +10,454 | 2026-06-30 | Filing |
| SEI INVESTMENTS CO | 290,405 | $13M | +18,633 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 281,615 | $12M | -77,095 | 2026-06-30 | Filing |