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The company

Univest Financial Corporation

UVSP · Nasdaq

FinancialsRegional banksIn trend

UVSP stood above a rising 150-day average in 50 of the last 52 weekly readings, including each of the last 49 weeks. It is 1.9% above that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: In trend
Weeks in an uptrend: 49 in a row
Industry in uptrend: 62% -18 in 4 wk
Insider buys, 12 months: $60K
Insider sales, 12 months: $5.0M
Officials’ trades on record: 1
Institutions holding: 208 (+12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 50 of 52 weeks.

17 Apr – 16 Oct

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

1 disclosed lines: House 1, Senate 0, executive 0; 1 people.

Who	Did	Amount	Traded
Jefferson Shreve House: U.S. House ClerkIN06	sold	$15k–$50k	12 May 2025filed 22 Jun 2025

Insiders

Buy orders, 12 months2

Sale orders, 12 months11

Buyers · sellers1 · 7

Who	Did	Shares	Traded
Thomas M. PetroDirector	sold	5,000at $41.69	24 Aug 2026filed 24 Aug 2026
Michael L. TurnerDirector	sold	8,000at $43.04	13 Aug 2026filed 14 Aug 2026
Jeffrey M. SchweitzerChairman, President & CEO	sold	13,933at $40.91	8 Jun 2026filed 9 Jun 2026
Megan D. SantanaSr EVP & Chief Risk Officer	sold	2,787at $40.83	8 Jun 2026filed 9 Jun 2026
Brian J. RichardsonSr EVP & CFO	sold	2,090at $40.90	8 Jun 2026filed 9 Jun 2026
Michael S. KeimSenior EVP & COO	sold	7,245at $38.71	5 May 2026filed 7 May 2026
Natalye PaquinDirector	sold	13,000at $37.80	27 Apr 2026filed 27 Apr 2026
Natalye PaquinDirector	bought	580at $34.58	2 Feb 2026filed 3 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders208+12 on the quarter

New · exited29 · 17

Reported value$984.8M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	3,417,251$149.5M	+306,159+9.8%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	1,896,670$83.0M	+10,435+0.6%
FMR LLCreduced · filed 13 Aug 2026	1,570,525$68.7M	-331,799−17.4%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026	1,187,660$52.0M	-29,683−2.4%
STATE STREET CORPadded · filed 7 Aug 2026	991,985$43.4M	+58,299+6.2%
AMERICAN CENTURY COMPANIES INCadded · filed 12 Aug 2026	846,282$37.0M	+88,280+11.6%
PZENA INVESTMENT MANAGEMENT LLCreduced · filed 7 Aug 2026	834,628$36.5M	-7,797−0.9%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	823,655$36.0M	+32,711+4.1%
MANUFACTURERS LIFE INSURANCE COMPANY, THEreduced · filed 14 Aug 2026	764,026$33.4M	-331,529−30.3%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026	515,789$22.6M	-67,945−11.6%