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Univest Financial Corporation

Inactive

Registration No.
6795809
Incorporation Date
2018-11-08
Company Type
Not disclosed
Address
United States
Website
www.univest.net/
Source: Pennsylvania Department of State

Univest Financial Corporation is a registered legal entity registered in United States under 6795809, and its current status with Pennsylvania Department of State is inactive. The company was incorporated on 8 November 2018 and lists its registered address as United States. 4 shareholders are on record for Univest Financial Corporation, including at least one natural person recorded as a direct holder; the filing carries no beneficial-ownership flag, so that holder is noted here as a recorded shareholder rather than a confirmed ultimate beneficial owner (UBO). This profile is sourced directly from Pennsylvania Department of State and was last updated on 3 October 2026.

Data Provenance
This record is sourced directly from official government registries, including Pennsylvania Department of State.

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Shareholders

4

Four shareholders are currently on record for Univest Financial Corporation, reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.

The largest of these is Vanguard Group Inc, holding 8.4% — the largest recorded stake — followed by iShares Trust-iShares Russell 2000 ETF at 3.8%; the remaining 2 shareholders shown hold smaller stakes.

3 shareholders shown are companies, so the ownership chain continues above this level for those holdings; the other 1 is recorded as direct individual holder, though the record carries no UBO/PSC flag confirming beneficial-owner status.

Shareholder Type Holding Source Document
Vanguard Group Inc 8.4% Pennsylvania Department of State
iShares Trust-iShares Russell 2000 ETF 3.8% Pennsylvania Department of State
Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 1.8% Pennsylvania Department of State
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund 1.5% Pennsylvania Department of State

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Officers

5

The Executive Vp & Chief Human Resources Officer of Univest Financial Corporation currently on record is M. Theresa Fosko; five officers are currently on record for Univest Financial Corporation, filed with Pennsylvania Department of State.

The register reports 12 officers in total, including past appointments, though only the 5 most relevant records are shown here.

Management authority at Univest Financial Corporation sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.

MT
M. Theresa Fosko ACTIVE

Residence
🇺🇸 United States
Occupation
Executive Vp & Chief Human Resources Officer

KE
Karen Elizabeth Tejkl ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Vice President

AD
Annette D. Szygiel ACTIVE

Residence
🇺🇸 United States
Occupation
Chief Experience Officer & Executive Vp

MS
Michael S. Keim Cpa ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Evp & Coo

MD
Megan Duryea Santana Esq. ACTIVE

Residence
🇺🇸 United States
Occupation
Senior Evp, Chief Risk Officer, General Counsel & Corporate Secretary

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Group Structure

Univest Financial Corporation has no recorded parent company — it sits at the top of its own group structure, with 14 subsidiaries recorded beneath it across 1 jurisdiction. Each of these downward relationships is derived rather than filed: resolved by matching entities across the registry network, not stated directly in a single document.

Those 14 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Two of the 14 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.

Ultimate HQ
Univest Financial Corporation
United States
Univest Financial Planning Corporation
United States#0908963510

Pennview Savings Bank
United States#0197540755

104 S. Oakland Ave.
United States#0228367836

1876 Double Eagle LLC
United StatesUS PA 0014732590

Univest Insurance, LLC+ subsidiaries
United StatesUS PA 0002908874

Davisville Associates, LLC
United States#0228371458

Univest Leasing Corp
United StatesUS PA 0000371275

Girard Benefits Group, LLC
United StatesUS PA 0000561713

+6 more entities

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Frequently Asked Questions

Who owns Univest Financial Corporation?

Four shareholders are currently on record for Univest Financial Corporation, reflecting the stock ledger maintained under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Vanguard Group Inc, holding 8.4% — the largest recorded stake — followed by iShares Trust-iShares Russell 2000 ETF at 3.8%; the remaining 2 shareholders shown hold smaller stakes. 3 shareholders shown are companies, so the ownership chain continues above this level for those holdings; the other 1 is recorded as direct individual holder, though the record carries no UBO/PSC flag confirming beneficial-owner status.

Who is Univest Financial Corporation's UBO (Ultimate Beneficial Owner)?

At least one shareholder recorded for Univest Financial Corporation is a natural person. The record carries no dedicated UBO/PSC flag, so that holder is stated here as a recorded shareholder rather than a confirmed Ultimate Beneficial Owner (UBO).

How many shareholders does Univest Financial Corporation have on record?

4 shareholders are shown on record for Univest Financial Corporation.

What is Univest Financial Corporation's company registration number?

Univest Financial Corporation's registration number is 6795809, filed with Pennsylvania Department of State in United States. Its current status on the register is inactive.

Is Univest Financial Corporation still an active company?

Univest Financial Corporation's status on Pennsylvania Department of State is listed as inactive, not currently active.

When was Univest Financial Corporation incorporated?

Univest Financial Corporation was incorporated on 8 November 2018, according to Pennsylvania Department of State.

What is Univest Financial Corporation's registered address?

The registered address on file for Univest Financial Corporation is United States.

Who are the officers/directors of Univest Financial Corporation?

The Executive Vp & Chief Human Resources Officer of Univest Financial Corporation currently on record is M. Theresa Fosko; five officers are currently on record for Univest Financial Corporation, filed with Pennsylvania Department of State. Management authority at Univest Financial Corporation sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.

Does Univest Financial Corporation have a parent company or subsidiaries?

Univest Financial Corporation has no recorded parent company — it sits at the top of its own group structure, with 14 subsidiaries recorded beneath it across 1 jurisdiction. Those 14 subsidiaries span United States jurisdiction, though this list should not be read as complete — subsidiaries only become visible here where shareholder data has actually been filed with a register, so holdings in jurisdictions without that filing simply won't appear. Two of the 14 go a level deeper still, with their own further subsidiaries recorded beneath them — additional ownership layers this view doesn't expand.

Can Zavia monitor changes to Univest Financial Corporation's ownership over time?

This profile reflects a point-in-time snapshot from Pennsylvania Department of State. Zavia's monitoring API can track changes to Univest Financial Corporation's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.

Can I access Univest Financial Corporation's data through an API?

Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like Univest Financial Corporation's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.

Where does this company information come from, and how current is it?

This record is sourced directly from Pennsylvania Department of State and was last synced on 3 October 2026.

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