FinObservatory

SEC filings / CIK 102212

UNIVEST FINANCIAL CORP

State commercial banks, PA. 15 10-K filer-years in this dataset, the most recent for FY2025, filed Feb 23, 2026. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Held-to-maturity gap against reported equity

The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.

-3-2-101FY2011: HTM fair value less carrying amount, -0.1% of reported stockholders’ equityFY2012: HTM fair value less carrying amount, +0.5% of reported stockholders’ equityFY2013: HTM fair value less carrying amount, +0.3% of reported stockholders’ equityFY2014: HTM fair value less carrying amount, +0.1% of reported stockholders’ equityFY2015: HTM fair value less carrying amount, +0.0% of reported stockholders’ equityFY2016: HTM fair value less carrying amount, -0.0% of reported stockholders’ equityFY2017: HTM fair value less carrying amount, -0.0% of reported stockholders’ equityFY2018: HTM fair value less carrying amount, -0.2% of reported stockholders’ equityFY2019: HTM fair value less carrying amount, +0.4% of reported stockholders’ equityFY2020: HTM fair value less carrying amount, +0.7% of reported stockholders’ equityFY2021: HTM fair value less carrying amount, +0.2% of reported stockholders’ equityFY2022: HTM fair value less carrying amount, -2.7% of reported stockholders’ equityFY2023: HTM fair value less carrying amount, -2.1% of reported stockholders’ equityFY2024: HTM fair value less carrying amount, -2.2% of reported stockholders’ equityFY2025 (partial): HTM fair value less carrying amount, -1.4% of reported stockholders’ equity111213141516171819202122232425Fiscal year of the 10-K% of reported stockholders’ equity

The gap is computable for 15 of this company’s 15 filings.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2025pFeb 23, 2026$8.44bn$7.09bn$943.3m-$25.5m$123.0m$109.7m-1.4%9.0%
2024Feb 24, 2025$8.13bn$6.76bn$887.3m-$44.0m$134.1m$115.0m-2.2%9.2%
2023Feb 26, 2024$7.78bn$6.38bn$839.2m-$50.6m$145.8m$128.3m-2.1%8.1%
2022Feb 24, 2023$7.22bn$5.91bn$776.5m-$62.1m$154.7m$134.1m-2.7%8.1%
2021Feb 25, 2022$7.12bn$6.06bn$773.8m-$16.4m$177.0m$178.4m+0.2%7.9%
2020Feb 26, 2021$6.34bn$5.24bn$692.5m-$22.1m$151.3m$156.3m+0.7%7.6%
2019Feb 28, 2020$5.38bn$4.36bn$675.1m-$21.7m$192.1m$194.9m+0.4%6.3%
2018Feb 28, 2019$4.98bn$3.89bn$624.1m-$28.4m$142.6m$141.6m-0.2%8.3%
2017Mar 1, 2018$4.55bn$3.55bn$603.4m-$17.8m$55.6m$55.3m-0.0%9.0%
2016Mar 3, 2017$4.23bn$3.26bn$505.2m-$19.5m$24.9m$24.9m-0.0%9.3%
2015Mar 4, 2016$2.88bn$2.39bn$361.6m-$16.7m$41.0m$41.1m+0.0%8.1%
2014Mar 9, 2015$2.24bn$1.86bn$284.6m-$14.5m$54.3m$54.8m+0.1%7.9%
2013Mar 4, 2014$2.19bn$1.84bn$280.5m-$10.0m$66.0m$66.9m+0.3%6.6%
2012Mar 4, 2013$2.30bn$1.87bn$284.3m-$6.9m$69.8m$71.3m+0.5%10.0%
2011Mar 2, 2012$2.21bn$1.75bn$273.0m-$6.1m$45.8m$45.6m-0.1%14.9%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.