UVSPUnivest Financial Corporation Common Stock

CSNasdaq (XNAS)·USD

Identity

Security key: 23181
Ticker: UVSP
Type: CS — Common Stock
Exchange: Nasdaq(XNAS)
Venue group: NASDAQ
Operating MIC: XNAS
Market: stocks
Locale: us
Currency: USD
Listed: 1997-01-01
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: UVSP

Detail

Enriched 2026-08-14 20:47

Market cap: $1,184,042,370.24
Shares outstanding (class): 27,580,768
Shares outstanding (weighted): 27,580,768
SIC: 6022 STATE COMMERCIAL BANKS
Employees: 960
Location: SOUDERTON, PA
Homepage: https://www.univest.net
Description: Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease financing, Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.

Market cap and share counts drift.

Funds holding this security

117 funds · 117 positions · $132.93M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$29.85M	0.00%	871,191 NS	FIGI
iShares Russell 2000 ETF iShares Trust	IWM	$24.28M	0.03%	708,723 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$10.89M	0.01%	317,751 NS	FIGI
iShares Russell 2000 Value ETF iShares Trust	IWN	$8.34M	0.07%	243,557 NS	FIGI
State Street(R) SPDR(R) S&P(R) Regional Banking… SPDR SERIES TRUST	KRE	$6.95M	0.19%	202,845 NS	FIGI
Small Cap Core Trust John Hancock Variable Insurance Trust	—	$4.52M	1.57%	131,925 NS	FIGI
Omni Small-Cap Value Fund Bridgeway Funds, Inc.	—	$3.43M	0.29%	100,137 NS	FIGI
College Retirement Equities Fund - Total Global… College Retirement Equities Fund	—	$3.08M	0.00%	89,901 NS	FIGI
Hotchkis and Wiley Small Cap Diversified Value … HOTCHKIS & WILEY FUNDS/DE/	—	$2.65M	0.32%	77,470 NS	FIGI
iShares Micro-Cap ETF iShares Trust	IWC	$2.43M	0.20%	70,873 NS	FIGI
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST	—	$1.74M	0.39%	50,654 NS	FIGI
Touchstone Funds Group Trust-Touchstone Small C… Touchstone Funds Group Trust	—	$1.65M	0.83%	48,289 NS	FIGI
Master Small Cap Index Series Quantitative Master Series LLC	—	$1.56M	0.03%	45,400 NS	FIGI
iShares Core S&P Total U.S. Stock Market ETF iShares Trust	ITOT	$1.39M	0.00%	40,542 NS	FIGI
AST Small-Cap Equity Portfolio Advanced Series Trust	—	$1.32M	0.07%	38,642 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERUVSP
FIGI_COMPOSITEBBG000BRTL90
FIGI_SHARE_CLASSBBG001S6YQ99
CIK0000102212
ISINUS9152711001
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Banking
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Univest Financial Corporation is a bank holding company, classified as a commercial bank in the financial sector.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.