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UNIVEST FINANCIAL Corp

For the period ended Dec 31, 2023. Filed Feb 26, 2024.

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About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2023 · Filed Feb 26, 2024

UVSP$41.09+1.5%Stored close · as of Nov 9, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Item 2. Properties

As of December 31, 2023, the Corporation and its subsidiaries occupied 54 properties, most of which are used principally as banking offices.

The following table details the Corporation's properties as of December 31, 2023:

Property Address · County, State · Owned/Leased
Full Service Branches (Banking Segment):
195 East Butler Ave., Chalfont, PA 18914 · Bucks, PA · Owned
5871 Lower York Rd., Lahaska, PA 18931 · Bucks, PA · Owned
Route 309 & Line Lexington Rd., Line Lexington, PA 18932 · Montgomery, PA · Owned
4601 Carlisle Pk., Mechanicsburg, PA 17050(2) (3)Cumberland, PAOwned
1950 John Fries Highway, Milford Square, PA 18935Bucks, PAOwned
Route 309 & Stump Rd., Montgomeryville, PA 18936Montgomery, PAOwned
15 Swamp Rd., Newtown, PA 18940Bucks, PAOwned
921 West Ave., Ocean City, NJ 08226(3)Cape May, NJOwned
401 Rhawn St., Philadelphia, PA 19111Philadelphia, PAOwned
Township Line Rd. and Route 113, Schwenksville, PA 19473Montgomery, PAOwned
10 W. Broad St., Souderton, PA 18964Montgomery, PAOwned
500 Harleysville Pk., Souderton, PA 18964Montgomery, PAOwned
Routes 113 and Bethlehem Pk., Souderton, PA 18964Bucks, PAOwned
1041 York Rd., Warminster, PA 18974Bucks, PAOwned
2901 Whiteford Rd., York, PA 17402(3)York, PAOwned
574 Main St., Bethlehem, PA 18018Northampton, PALeased
694 DeKalb Pk., Blue Bell, PA 19422Montgomery, PALeased
4250 Oregon Pk., Brownstown, PA 17508Lancaster, PALeased
1135 Georgetown Rd., Christiana, PA 17509Lancaster, PALeased
51 Dutilh Rd., Cranberry, PA 16066(3)Butler, PALeased
1980 S. Easton Rd., Doylestown, PA 18901(2) (3)Bucks, PALeased
321 Main St., East Greenville, PA 18041Montgomery, PALeased
10801 Tony Dr., Lutherville, MD 21093(2) (3)Baltimore, MDLeased
175 West Ostend St., Baltimore, MD 21230(3)Baltimore City, MDLeased
1536 S. Broad St., Philadelphia, PA 19146Philadelphia, PALeased
1642 Fairmount Ave., Philadelphia, PA 19130Philadelphia, PALeased
3601 Market St., Philadelphia, PA 19104Philadelphia, PALeased
7226 Germantown Ave., Philadelphia, PA 19119Philadelphia, PALeased
1501 Ardmore Blvd., Pittsburg, PA 15221(3)Allegheny, PALeased
1103 Rocky Dr., Reading, PA 19609(2) (3)Berks, PALeased
216 Hartman Bridge Rd., Ronks, PA 17572Lancaster, PALeased
200 North High St., West Chester, PA 19380(3)Chester, PALeased
90 Willow Valley Lakes Dr., Willow Street, PA 17584Lancaster, PALeased
5089 Hamilton Blvd., Allentown, PA 18106Lehigh, PALand Lease
380 Water Loop Dr., Collegeville, PA 19426Montgomery, PALand Lease
1 Heritage Dr., Gordonville, PA 17529Lancaster, PALand Lease
2870 Shelly Rd., Harleysville, PA 19438Montgomery, PALand Lease
120 Forty Foot Rd., Hatfield, PA 19440Montgomery, PALand Lease
940 2nd Street Pk., Richboro, PA 18954Bucks, PALand Lease
Corporate Headquarters:
14 North Main St., Souderton, PA 18964(1) (3)Montgomery, PAOwned
15 Washington Ave., Souderton, PA 18964Montgomery, PAOwned
16 Harbor Pl., Souderton, PA 18964Montgomery, PAOwned
1715 Sumneytown Pk., Lansdale, PA 19446Montgomery, PALeased
Subsidiary Offices (Wealth Management Segment)
4600 Broadway, Allentown, PA 18104(1) (3)Lehigh, PALeased
5237 Summerlin Commons Blvd., Fort Meyers, FL 33907Lee, FLLeased
555 Croton Rd., King of Prussia, PA 19406(3)Montgomery, PALeased
41 West Broad St., Souderton, PA 18964Montgomery, PAOwned
Subsidiary Offices (Insurance Segment)
6339 Beverly Hills Rd., Coopersburg, PA 18036Lehigh, PAOwned
3541 Old Philadelphia Pk., Intercourse, PA 17534Lancaster, PAOwned
521 Main St., Lansdale, PA 19446Montgomery, PAOwned
9120 Chesapeake Ave., Suite 101, North Beach, MD 20714Calvert, MDLeased
Other Offices:
Greenfield Corporate Center, 1869 Charter Ln., Suite 301, Lancaster, PA 17601(1) (3)Lancaster, PALeased
312 West Route 38 Ste 105, Moorestown, NJ 08057(3)Burlington, NJLeased
2000 Market St., Suite 700, Philadelphia, PA 19103(3)Philadelphia, PALeased

(1) Banking Segment

(2) Wealth Management Segment

(3) Corporate banking

Additionally, the Bank provides banking services for the residents and employees of 10 retirement home communities and has four off-premise automated teller machines. The Bank provides banking services nationwide through the internet via its website atwww.univest.net. The Corporation's website and the information contained therein is not intended to be incorporated into this Annual Report on Form 10-K.

On January 5, 2024, the Bank closed the office located at 4250 Oregon Pike, Brownstown, Pennsylvania, located in Lancaster County. On January 11, 2024, the Bank opened an office located at 689 West Main Street, New Holland, Pennsylvania, located in Lancaster County.

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.