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Univest Financial Corporation 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Univest Financial Corporation’s Form 8-K, filed 2026-04-24 (Item 5.07 on EDGAR). Page generated 04 October 2026.

  • 11Reported items
  • 241Asset managers
  • 1,581Fund votes
  • 2026-04-23Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Univest Financial Corporation in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Univest Financial Corporation

These tallies are Univest Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-04-24 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Univest Financial Corporation — official shareholder meeting results, meeting held 2026-04-23
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Joseph P. Beebe 22,333,494---- 228,4051,808,019 Majority: yes
Elect Director: Natalye Paquin 22,386,752---- 175,1471,808,019 Majority: yes
Elect Director: Anne Vazquez 22,089,877---- 472,0221,808,019 Majority: yes
Elect Director: Robert C. Wonderling 21,131,082---- 1,430,8171,808,019 Majority: yes

Source: Univest Financial Corporation, Form 8-K, filed with the SEC on 2026-04-24 — read the filing on EDGAR.

How asset managers voted at the Univest Financial Corporation 2025-2026 meeting

Each item below shows how the 241 asset managers that disclosed a Univest Financial Corporation vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Univest Financial Corporation’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Approval of, on an advisory (non- binding) basis, the compensation of our named executive officers as presented in the Proxy Statement

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

99.0% fund support · no official result

FOR 99.0%

The 168 asset managers below cast 99.0% of the shares they voted on this item FOR (16,579,399 for, 152,400 against).

FOR: 16,579,399 (99.1%)AGAINST: 152,400 (0.9%)
Largest asset managers voting on “Approval of, on an advisory (non- binding) basis, the compensation of our named executive officers as presente” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Fidelity4,032,9830 00For
Vanguard1,666,3990 00For
American Century1,424,3030 00For
John Hancock1,104,9210 00For
Dimensional793,5880 00For
GEODE CAPITAL MANAGEMENT, LLC788,2000 00For
PZENA INVESTMENT MANAGEMENT LLC726,4670 00For
SEI557,0326,752 00For
Renaissance561,9240 00For
Charles Schwab477,4800 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP339,8260 00For
Leeward Investments, LLC - MA283,9380 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC277,4090 00For
AQR256,9130 00For
Two Sigma247,2660 00For
Neuberger Berman192,1770 00For
Nuveen156,5180 00For
TIAA154,3760 00For
ENDEAVOUR CAPITAL ADVISORS INC131,4930 00For
Goldman Sachs123,2560 00For
Prudential/PGIM121,7630 00For
T. Rowe Price121,6070 00For
MELLON INVESTMENTS Corp100,2350 00For
BRIDGEWAY CAPITAL MANAGEMENT, LLC100,1370 00For
BRIDGEWAY FUNDS INC100,1370 00For

Showing the 25 largest of 168 asset managers. See all 168 in the interactive database.

2. Election of Four Class III Directors: Anne Vazquez

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 22,089,877WITHHELD: 472,022

Univest Financial Corporation’s own tally for this item (“Elect Director: Anne Vazquez”): 22,089,877 for, 472,022 withheld, per its Form 8-K filed 2026-04-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 28,083,533 outstanding shares: 79% for, 2% withheld (80% of the company cast a for/withheld vote).

The 74 asset managers below cast 100% of the shares they voted on this item FOR (8,637,340 for, 0 against).

FOR 99.7%
FOR: 8,637,340 (99.7%)ABSTAIN: 25,965 (0.3%)
Largest asset managers voting on “Election of Four Class III Directors: Anne Vazquez” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Fidelity1,632,5950 00For
Vanguard1,440,6720 00For
BlackRock1,305,1840 00For
John Hancock992,6140 00For
American Century701,3760 00For
Dimensional619,7890 00For
Charles Schwab238,7110 00For
TIAA154,3760 00For
SEI142,3340 00For
EA Series Trust126,3820 00For
BRIDGEWAY FUNDS INC100,1370 00For
HOTCHKIS & WILEY FUNDS /DE/77,4700 00For
Equitable46,9310 24,2060For
TARGET PORTFOLIO TRUST65,3000 00For
Royce62,2950 00For
Northern Trust53,1330 00For
Principal49,9680 00For
WisdomTree49,4000 00For
TOUCHSTONE FUNDS GROUP TRUST48,7500 00For
QUANTITATIVE MASTER SERIES LLC48,3060 00For
JPMorgan43,4290 00For
Lincoln Financial41,1540 00For
Prudential/PGIM38,6420 00For
Brinker Capital Destinations Trust38,4990 00For
ADVISORS SERIES TRUST36,5950 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

3. Election of Four Class III Directors: Joseph P. Beebe

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 22,333,494WITHHELD: 228,405

Univest Financial Corporation’s own tally for this item (“Elect Director: Joseph P. Beebe”): 22,333,494 for, 228,405 withheld, per its Form 8-K filed 2026-04-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 28,083,533 outstanding shares: 80% for, 0.9% withheld (80% of the company cast a for/withheld vote).

The 74 asset managers below cast 100% of the shares they voted on this item FOR (8,637,340 for, 0 against).

FOR 99.7%
FOR: 8,637,340 (99.7%)ABSTAIN: 25,965 (0.3%)
Largest asset managers voting on “Election of Four Class III Directors: Joseph P. Beebe” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Fidelity1,632,5950 00For
Vanguard1,440,6720 00For
BlackRock1,305,1840 00For
John Hancock992,6140 00For
American Century701,3760 00For
Dimensional619,7890 00For
Charles Schwab238,7110 00For
TIAA154,3760 00For
SEI142,3340 00For
EA Series Trust126,3820 00For
BRIDGEWAY FUNDS INC100,1370 00For
HOTCHKIS & WILEY FUNDS /DE/77,4700 00For
Equitable46,9310 24,2060For
TARGET PORTFOLIO TRUST65,3000 00For
Royce62,2950 00For
Northern Trust53,1330 00For
Principal49,9680 00For
WisdomTree49,4000 00For
TOUCHSTONE FUNDS GROUP TRUST48,7500 00For
QUANTITATIVE MASTER SERIES LLC48,3060 00For
JPMorgan43,4290 00For
Lincoln Financial41,1540 00For
Prudential/PGIM38,6420 00For
Brinker Capital Destinations Trust38,4990 00For
ADVISORS SERIES TRUST36,5950 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

4. Election of Four Class III Directors: Natalye Paquin

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

99.2% Majority: yes · of votes cast

FOR 99.2%
FOR: 22,386,752WITHHELD: 175,147

Univest Financial Corporation’s own tally for this item (“Elect Director: Natalye Paquin”): 22,386,752 for, 175,147 withheld, per its Form 8-K filed 2026-04-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 28,083,533 outstanding shares: 80% for, 0.7% withheld (80% of the company cast a for/withheld vote).

The 74 asset managers below cast 100% of the shares they voted on this item FOR (8,637,340 for, 0 against).

FOR 99.7%
FOR: 8,637,340 (99.7%)ABSTAIN: 25,965 (0.3%)
Largest asset managers voting on “Election of Four Class III Directors: Natalye Paquin” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Fidelity1,632,5950 00For
Vanguard1,440,6720 00For
BlackRock1,305,1840 00For
John Hancock992,6140 00For
American Century701,3760 00For
Dimensional619,7890 00For
Charles Schwab238,7110 00For
TIAA154,3760 00For
SEI142,3340 00For
EA Series Trust126,3820 00For
BRIDGEWAY FUNDS INC100,1370 00For
HOTCHKIS & WILEY FUNDS /DE/77,4700 00For
Equitable46,9310 24,2060For
TARGET PORTFOLIO TRUST65,3000 00For
Royce62,2950 00For
Northern Trust53,1330 00For
Principal49,9680 00For
WisdomTree49,4000 00For
TOUCHSTONE FUNDS GROUP TRUST48,7500 00For
QUANTITATIVE MASTER SERIES LLC48,3060 00For
JPMorgan43,4290 00For
Lincoln Financial41,1540 00For
Prudential/PGIM38,6420 00For
Brinker Capital Destinations Trust38,4990 00For
ADVISORS SERIES TRUST36,5950 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

5. Election of Four Class III Directors: Robert C. Wonderling

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 21,131,082WITHHELD: 1,430,817

Univest Financial Corporation’s own tally for this item (“Elect Director: Robert C. Wonderling”): 21,131,082 for, 1,430,817 withheld, per its Form 8-K filed 2026-04-24 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 28,083,533 outstanding shares: 75% for, 5% withheld (80% of the company cast a for/withheld vote).

The 74 asset managers below cast 100% of the shares they voted on this item FOR (8,183,105 for, 0 against).

FOR 94%
FOR: 8,183,105 (94.5%)ABSTAIN: 480,200 (5.5%)
Largest asset managers voting on “Election of Four Class III Directors: Robert C. Wonderling” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Fidelity1,632,5950 00For
Vanguard1,440,1070 5650For
BlackRock1,305,1840 00For
John Hancock992,6140 00For
American Century701,3760 00For
Dimensional619,7890 00For
Charles Schwab238,7110 00For
TIAA154,3760 00For
SEI00 142,3340Abstain
EA Series Trust00 126,3820Abstain
BRIDGEWAY FUNDS INC100,1370 00For
HOTCHKIS & WILEY FUNDS /DE/77,4700 00For
Equitable46,9310 24,2060For
TARGET PORTFOLIO TRUST65,3000 00For
Royce62,2950 00For
Northern Trust00 53,1330Abstain
Principal49,9680 00For
WisdomTree49,4000 00For
TOUCHSTONE FUNDS GROUP TRUST48,7500 00For
QUANTITATIVE MASTER SERIES LLC48,3060 00For
JPMorgan43,4290 00For
Lincoln Financial41,1540 00For
Prudential/PGIM38,6420 00For
Brinker Capital Destinations Trust38,4990 00For
ADVISORS SERIES TRUST36,5950 00For

Showing the 25 largest of 74 asset managers. See all 74 in the interactive database.

6. The approval of, on an advisory (non-binding) basis, the compensation of our Named Executive Officers as presented in this Proxy Statement.

SECTION 14A SAY-ON-PAY VOTES

99.9% fund support · no official result

FOR 99.8%

The 69 asset managers below cast 99.9% of the shares they voted on this item FOR (5,116,162 for, 1,759 against).

FOR: 5,116,162 (99.9%)AGAINST: 1,759 (0.0%)ABSTAIN: 4,093 (0.1%)
Largest asset managers voting on “The approval of, on an advisory (non-binding) basis, the compensation of our Named Executive Officers as prese” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock2,917,5830 4,0930For
John Hancock992,6140 00For
UNIVEST FINANCIAL Corp311,3770 00For
Northern Trust220,3710 00For
Goldman Sachs147,5030 00For
EA Series Trust126,3820 00For
TOUCHSTONE FUNDS GROUP TRUST48,7500 00For
QUANTITATIVE MASTER SERIES LLC48,3060 00For
ADVISORS SERIES TRUST36,5950 00For
RAYMOND JAMES & ASSOCIATES35,8460 00For
MASTER INVESTMENT PORTFOLIO27,8640 00For
Exchange Place Advisors Trust27,7740 00For
TETON WESTWOOD FUNDS19,5970 00For
Savant Capital, LLC15,9630 00For
PNC BANK, NATIONAL ASSOCIATION15,0520 00For
Bridge Builder Trust13,0610 00For
FIRST MANHATTAN CO. LLC.12,4340 00For
Edward D. Jones & Co., L.P.10,9960 00For
Natixis10,9930 00For
WEDGE CAPITAL MANAGEMENT L L P/NC8,8090 00For
Jackson National7,9130 00For
Corient Private Wealth LP7,7510 00For
TRUST CO OF VERMONT7,0040 00For
Arlington Trust Co LLC4,3260 00For
ENVESTNET ASSET MANAGEMENT INC3,8260 00For

Showing the 25 largest of 69 asset managers. See all 69 in the interactive database.

7. RATIFICATION OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2026

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.9%

The 55 asset managers below cast 99.9% of the shares they voted on this item FOR (6,016,657 for, 1,720 against).

FOR: 6,016,657 (100.0%)AGAINST: 1,720 (0.0%)
Largest asset managers voting on “RATIFICATION OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2026” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Fidelity1,632,5950 00For
Vanguard1,440,108564 00For
American Century701,3760 00For
Dimensional619,7890 00For
Charles Schwab238,7110 00For
TIAA154,3760 00For
SEI141,3171,017 00For
BRIDGEWAY FUNDS INC100,1370 00For
HOTCHKIS & WILEY FUNDS /DE/77,4700 00For
Equitable71,1370 00For
TARGET PORTFOLIO TRUST65,3000 00For
Royce62,2950 00For
Northern Trust53,1330 00For
Principal49,9680 00For
WisdomTree49,4000 00For
JPMorgan43,4290 00For
Lincoln Financial41,1540 00For
HUSSMAN INVESTMENT TRUST40,7000 00For
Prudential/PGIM38,6420 00For
Brinker Capital Destinations Trust38,4990 00For
Columbia Threadneedle35,4000 00For
SEI Exchange Traded Funds29,7250 00For
Invesco23,3690 00For
Goldman Sachs22,4250 00For
Pacific Life21,2510 00For

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

8. The ratification of KPMG LLP as our independent registered public accounting firm for 2026.

AUDIT-RELATED

95% fund support · no official result

FOR 95%

The 19 asset managers below cast 95% of the shares they voted on this item FOR (2,538,341 for, 126,484 against).

FOR: 2,538,341 (95.3%)AGAINST: 126,484 (4.7%)
Largest asset managers voting on “The ratification of KPMG LLP as our independent registered public accounting firm for 2026.” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
BlackRock1,305,1840 00For
John Hancock992,6140 00For
EA Series Trust0126,382 00Against
TOUCHSTONE FUNDS GROUP TRUST48,7500 00For
QUANTITATIVE MASTER SERIES LLC48,3060 00For
ADVISORS SERIES TRUST36,5950 00For
MASTER INVESTMENT PORTFOLIO27,8640 00For
Exchange Place Advisors Trust27,7740 00For
TETON WESTWOOD FUNDS19,5970 00For
Bridge Builder Trust13,0610 00For
Jackson National7,9130 00For
NORTHERN LIGHTS FUND TRUST II2,9930 00For
TRUST FOR PROFESSIONAL MANAGERS1,8790 00For
Tidal Trust I1,7590 00For
GPS Funds I1,5030 00For
WILSHIRE MUTUAL FUNDS INC8810 00For
Allianz8500 00For
Harbor ETF Trust8180 00For
Krane Shares Trust0102 00Against

9. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 7 asset managers below cast 100% of the shares they voted on this item FOR (80,008 for, 0 against).

FOR: 80,008 (100.0%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
ALGERT GLOBAL LLC38,4200 00For
Empower20,2000 00For
Cornerstone Investment Partners, LLC8,4240 00For
FORUM FUNDS II6,0630 00For
APG Asset Management US Inc.4,4960 00For
Integrated Quantitative Investments LLC2,3770 00For
MILLER HOWARD INVESTMENTS INC /NY280 00For

10. To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (8 for, 0 against).

FOR: 8 (100.0%)
Largest asset managers voting on “To Approve, By An Advisory Vote, The Compensation Of The Company's Named Executives” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Modern Wealth Management, LLC40 00For
Tandem Financial, LLC40 00For

11. Ratify KPMG LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (26,263 for, 0 against).

FOR: 26,263 (100.0%)
Largest asset managers voting on “Ratify KPMG LLP as Auditors” at Univest Financial Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Empower20,2000 00For
FORUM FUNDS II6,0630 00For

Largest Univest Financial Corporation shareholders voting in 2025-2026

Ranked by the number of Univest Financial Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 28,083,533 shares outstanding at the time of that meeting.

Top Univest Financial Corporation shareholders by shares voted, 2025-2026
#Asset manager % of shares outstanding
1Fidelity 14.36%
2Vanguard 5.93%
3American Century 5.07%
4John Hancock 3.93%
5Dimensional 2.83%
6GEODE CAPITAL MANAGEMENT, LLC 2.81%
7PZENA INVESTMENT MANAGEMENT LLC 2.59%
8SEI 2.01%
9Renaissance 2.00%
10Charles Schwab 1.70%

Reported Univest Financial Corporation ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Univest Financial Corporation beneficial owners on record for the 2025-2026 proxy season
Holder % outstanding Disclosure
BlackRock 11.08% 13F
FMR (Fidelity) 6.77% 13F
Dimensional Fund Advisors 6.72% 13F
Vanguard Group 5.92% 13F
State Street 3.32% 13F
Renaissance Technologies 2.08% 13F
Goldman Sachs 1.28% 13F
Two Sigma 1.14% 13F
Jeffrey M. Schweitzer 0.47% DEF14A
Michael S. Keim 0.28% DEF14A

Percentages above are of 28,083,533 shares outstanding, as reported by Univest Financial Corporation on its Form 10-K dated 2026-02-06 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Univest Financial Corporation’s 10-K dated 2026-02-06. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At Univest Financial Corporation's shareholder meeting held 2026-04-23, in the 2025-2026 proxy season, 241 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,581 separate fund positions. Their filings are grouped here into 11 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Univest Financial Corporation's own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Approval of, on an advisory (non- binding) basis, the compensation of our named executive… — the reporting funds cast 99.0% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

Univest Financial Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).