Univest Financial Corp holds a diversified book of 275 stocks worth $2.0B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Fedex Freight Holding Co and trimmed Micron Technology Inc. Their largest long position is Vanguard Total Intl Stock at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Univest Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.4T |
| MORGAN STANLEY | 80 / 80 | $579.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $550.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $391.3B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $260.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $179.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $162.3B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $150.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Univest Financial Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Star FDS VG TL INTL STK F | $184.0M | 2.15M | 9.0% | ▲+1.1% Added · +23K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $161.1M | 1.83M | 7.9% | ▲+1.4% Added · +26K sh | |
| 3 | Apple Inc COM | $103.4M | 357.5K | 5.1% | ▲+0.1% Added · +459 sh | |
| 4 | Alphabet Inc CAP STK CL A | $86.3M | 241.5K | 4.2% | ▲+1.4% Added · +3K sh | |
| 5 | Micron Technology Inc COM | $71.8M | 62.2K | 3.5% | ▼−4.4% Reduced · −3K sh | |
| 6 | Microsoft Corp COM | $68.4M | 183.3K | 3.4% | ▲+4.1% Added · +7K sh | |
| 7 | Nvidia Corporation COM | $66.1M | 330.3K | 3.2% | ▲+4.5% Added · +14K sh | |
| 8 | Amazon Com Inc COM | $64.2M | 269.4K | 3.2% | ▲+2.2% Added · +6K sh | |
| 9 | SPDR Series Trust ST STR AGGRE ETF | $60.0M | 2.35M | 2.9% | ▼−2.7% Reduced · −65K sh | |
| 10 | Ishares TR CORE UNIVRSL USD | $59.0M | 1.28M | 2.9% | ▲+16% Added · +177K sh | |
| 11 | Broadcom Inc COM | $53.0M | 140.3K | 2.6% | ▲+0.6% Added · +791 sh | |
| 12 | Eli Lilly & Co COM | $40.6M | 33.8K | 2.0% | ▲+4.2% Added · +1K sh | |
| 13 | Meta Platforms Inc CL A | $35.9M | 63.7K | 1.8% | ▲+2.1% Added · +1K sh | |
| 14 | NextEra Energy Inc COM | $30.3M | 344.8K | 1.5% | ▲+2.2% Added · +7K sh | |
| 15 | Select Sector SPDR TR ST STR ENERG ETF | $29.8M | 560.5K | 1.5% | ▲+1.9% Added · +11K sh | |
| 16 | Applied Matls Inc COM | $27.2M | 37.6K | 1.3% | ▼−8.2% Reduced · −3K sh | |
| 17 | Visa Inc COM CL A | $26.4M | 76.9K | 1.3% | ▼−1.5% Reduced · −1K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $25.9M | 37.7K | 1.3% | ▼−6.9% Reduced · −3K sh | |
| 19 | Univest Financial Corporatio COM | $22.0M | 503.4K | 1.1% | ▲+0.3% Added · +2K sh | |
| 20 | SPDR Series Trust ST STR P500GRW | $20.5M | 172.6K | 1.0% | ▲+8.3% Added · +13K sh | |
| 21 | S&P Global Inc COM | $20.5M | 50.2K | 1.0% | ▲+8.9% Added · +4K sh | |
| 22 | Unitedhealth Group Inc COM | $20.0M | 48.0K | 1.0% | ▼−3.3% Reduced · −2K sh | |
| 23 | BlackRock Inc COM | $17.8M | 18.5K | 0.9% | ▲+5.1% Added · +898 sh | |
| 24 | Johnson & Johnson COM | $17.7M | 69.5K | 0.9% | ▲+1.4% Added · +985 sh | |
| 25 | Vanguard World FD MEGA GRWTH IND | $17.2M | 195.6K | 0.8% | ▲+397% Added · +156K sh | |
| 26 | Thermo Fisher Scientific Inc COM | $17.0M | 33.8K | 0.8% | ▲+1.6% Added · +551 sh | |
| 27 | United Rentals Inc COM | $16.7M | 14.8K | 0.8% | ▼−6.8% Reduced · −1K sh | |
| 28 | Costco Wholesale Corporation COM | $16.5M | 17.7K | 0.8% | ▼−3.7% Reduced · −677 sh | |
| 29 | Fair Isaac Corp COM | $16.5M | 13.8K | 0.8% | ▲+19% Added · +2K sh | |
| 30 | Ishares TR NATIONAL MUN ETF | $16.0M | 148.5K | 0.8% | ▲+3.3% Added · +5K sh | |
| 31 | Vanguard Index FDS VALUE ETF | $14.9M | 68.4K | 0.7% | ▲+11% Added · +7K sh | |
| 32 | Synopsys Inc COM | $14.7M | 32.9K | 0.7% | ▲+7.8% Added · +2K sh | |
| 33 | American Express Co COM | $13.7M | 40.6K | 0.7% | ▼−2.6% Reduced · −1K sh | |
| 34 | Philip Morris Intl Inc COM | $12.9M | 71.4K | 0.6% | ▼−7.2% Reduced · −6K sh | |
| 35 | TJX Cos Inc New COM | $12.8M | 84.5K | 0.6% | ▼−4.9% Reduced · −4K sh | |
| 36 | Te Connectivity PLC ORD SHS | $12.1M | 59.8K | 0.6% | ▼−4.9% Reduced · −3K sh | |
| 37 | L3harris Technologies Inc COM | $11.8M | 40.6K | 0.6% | ▼−6.1% Reduced · −3K sh | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $11.4M | 30.9K | 0.6% | ▲+1.7% Added · +519 sh | |
| 39 | JPMorgan Chase & Co COM | $11.3M | 34.4K | 0.6% | ▲+0.8% Added · +277 sh | |
| 40 | Fortinet Inc COM | $11.0M | 71.8K | 0.5% | ▲+21% Added · +12K sh | |
| 41 | Arista Networks Inc COM SHS | $10.7M | 62.8K | 0.5% | ▲+9.4% Added · +5K sh | |
| 42 | American Tower Corp COM | $10.3M | 62.9K | 0.5% | ▼−3.4% Reduced · −2K sh | |
| 43 | Sherwin Williams Co COM | $10.0M | 29.1K | 0.5% | ▼−5.9% Reduced · −2K sh | |
| 44 | Alphabet Inc CAP STK CL C | $9.3M | 26.4K | 0.5% | ▲+1.7% Added · +446 sh | |
| 45 | Fedex Corp COM | $9.1M | 29.1K | 0.4% | ▼−2.5% Reduced · −754 sh | |
| 46 | Schwab Charles Corp COM | $9.0M | 98.0K | 0.4% | ▲+0.8% Added · +791 sh | |
| 47 | Bank Of Amer Corp COM | $8.9M | 155.4K | 0.4% | ▼−2.6% Reduced · −4K sh | |
| 48 | Salesforce Inc COM | $8.7M | 55.6K | 0.4% | ▼−5.3% Reduced · −3K sh | |
| 49 | Mondelez Intl Inc CL A | $8.6M | 148.9K | 0.4% | ▼−6.7% Reduced · −11K sh | |
| 50 | Emcor Group Inc COM | $8.6M | 10.4K | 0.4% | ▲+17% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/102212/holdings"
Use Arkolith to show UNIVEST FINANCIAL Corp's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 478 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 444 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 452 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 450 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 451 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 8, 2025 | 472 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 467 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 455 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 219 | $360.0M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 8, 2024 | 217 | $355.3M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 204 | $338.1M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 188 | $299.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 8, 2023 | 201 | $330.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 8, 2023 | 184 | $320.4M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 189 | $317.5M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 4, 2022 | 180 | $305.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 5, 2022 | 176 | $306.6M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 196 | $355.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 197 | $392.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 193 | $358.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 20, 2021 | 192 | $364.3M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 180 | $354.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 19, 2021 | 188 | $344.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 13, 2020 | 177 | $316.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.