Public ownership evidence

Univest Financial Corporation Common Stock (UVSP) Ownership Disclosures

Read UVSP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Univest Financial Corporation Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-25
Trade date
2026-08-24
Reporting owners
PETRO THOMAS M
Code
S
Shares
5,000
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001254295-26-000006
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read UVSP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read UVSP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-08-252026-08-24PETRO THOMAS MS5,000Not reported
2026-08-152026-08-13Turner Michael L.S8,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Dakota Wealth Management2025-12-312026-08-2713,685$448,047None
Dakota Wealth Management2026-03-312026-08-2713,685$468,849None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2532,762$1,433,338None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,433,338$32,762,000None
Assenagon Asset Management S.A.2026-06-302026-08-22358,183$15,670,506None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2014,311$626,107None
Empowered Funds, LLC2026-06-302026-08-18139,215$6,090,656None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1812,264$536,550None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18201$8,794None
AMERIFLEX GROUP, INC.2026-06-302026-08-1581$3,544None
Synergy Investment Management, LLC2026-06-302026-08-15397$17,710None
SEI INVESTMENTS CO2026-06-302026-08-15268,187$11,735,020None
SEI INVESTMENTS CO2026-06-302026-08-1522,218$972,038None
Glen Eagle Advisors, LLC2026-06-302026-08-15124$5,425None
JPL Wealth Management, LLC2026-06-302026-08-151$44None
Rafferty Asset Management, LLC2026-06-302026-08-1514,109$617,269None
Basecamp Wealth Advisors LLC2026-06-302026-08-1541$1,794None
Integrated Quantitative Investments LLC2026-06-302026-08-1564,630$2,827,562None
XTX Topco Ltd2026-06-302026-08-1516,311$713,606None
Aquatic Capital Management LLC2026-06-302026-08-15981$42,919None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15236,309$10,338,519None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15236,309$10,338,519None
Qube Research & Technologies Ltd2026-06-302026-08-15114,449$5,007,144None
OSAIC HOLDINGS, INC.2026-06-302026-08-1570$3,063None
OSAIC HOLDINGS, INC.2026-06-302026-08-1599$4,331None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-158,205$358,969None
Man Group plc2026-06-302026-08-15124,683$5,454,881None
Trexquant Investment LP2026-06-302026-08-15136,540$5,973,625None
MetLife Investment Management, LLC2026-06-302026-08-1516,580$725,375None
JANE STREET GROUP, LLC2026-06-302026-08-157,800$341,250Call
Legal & General Group Plc2026-06-302026-08-1513,350$584,064None
Legal & General Group Plc2026-06-302026-08-155,954$260,488None
Legal & General Group Plc2026-06-302026-08-152,730$119,438None
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2026-06-302026-08-158,184$358,050None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15145,915$6,383,781None
LAZARD ASSET MANAGEMENT LLC2026-06-302026-08-157,354$321,738None
Allianz Asset Management GmbH2026-06-302026-08-1521,213$726,757None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,165$495,726None
AMERIPRISE FINANCIAL INC2026-06-302026-08-158,271$361,856None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,158$50,662None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1573,121$3,199,046None
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2026-06-302026-08-15267,169$11,688,644None
Cerity Partners LLC2026-06-302026-08-157,352$321,650None
Cerity Partners LLC2026-06-302026-08-153,265$142,844None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15430,779$18,846,581None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151,488$65,100None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151,741$76,169None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1542$1,838None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15822$35,963None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15115$5,031None

90-day public filing window, up to 50 source positions.

Dakota Wealth Management ↗Dakota Wealth Management ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Assenagon Asset Management S.A. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Empowered Funds, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ↗AMERIFLEX GROUP, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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