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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 April 24, 2026 (Item 5.07 on EDGAR). Page generated October 18, 2026.

6Ballot items
242Asset managers
1,603Fund votes
April 23, 2026Meeting date

Results at a glance

Meeting of April 23, 2026: 6 items on Univest Financial Corporation’s Form 8-K, filed April 24, 2026: 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

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 April 24, 2026 (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 April 23, 2026
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Support (of votes cast)	Reported outcome	Voting standard
Elect Director: Joseph P. Beebe	22,333,494	--	--	228,405	1,808,019	99%	Not verified	—
Elect Director: Natalye Paquin	22,386,752	--	--	175,147	1,808,019	99.2%	Not verified	—
Elect Director: Anne Vazquez	22,089,877	--	--	472,022	1,808,019	98%	Not verified	—
Elect Director: Robert C. Wonderling	21,131,082	--	--	1,430,817	1,808,019	94%	Not verified	—
2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2026	23,884,852	466,638	18,428	--	--	98%	Not verified	—
3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy statement	21,929,235	561,000	71,664	--	1,808,019	98%	Not verified	—

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

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

Each item below shows how the 242 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.

1. Elect Director: Anne Vazquez

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 6 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

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

Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Four Class III Directors: Anne Vazquez

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 April 24, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 8,660,300 for, 24,206 withheld, 1,759 abstained.

FOR

FOR: 8,660,300ABSTAIN: 1,759WITHHOLD: 24,206

Largest asset managers voting on “Election of Four Class III Directors: Anne Vazquez” at Univest Financial Corporation, 2025-2026
Asset manager	For	Withheld	Vote
Fidelity	1,632,595	0	For
Vanguard	1,440,672	0	For
BlackRock	1,305,184	0	For
John Hancock	992,614	0	For
American Century	701,376	0	For
Dimensional	619,789	0	For
Charles Schwab	238,711	0	For
TIAA	154,376	0	For
SEI	142,334	0	For
EA Series Trust	126,382	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
HOTCHKIS & WILEY FUNDS /DE/	77,470	0	For
Equitable	46,931	24,206	Mixed
TARGET PORTFOLIO TRUST	65,300	0	For
Royce	62,295	0	For
Northern Trust	53,133	0	For
Principal	49,968	0	For
WisdomTree	49,400	0	For
TOUCHSTONE FUNDS GROUP TRUST	48,750	0	For
QUANTITATIVE MASTER SERIES LLC	48,306	0	For
JPMorgan	43,429	0	For
Lincoln Financial	41,154	0	For
TETON WESTWOOD FUNDS	39,194	0	For
Prudential/PGIM	38,642	0	For
Brinker Capital Destinations Trust	38,499	0	For

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

2. Elect Director: Joseph P. Beebe

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 6 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

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

Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Four Class III Directors: Joseph P. Beebe

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 April 24, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 8,660,300 for, 24,206 withheld, 1,759 abstained.

FOR

FOR: 8,660,300ABSTAIN: 1,759WITHHOLD: 24,206

Largest asset managers voting on “Election of Four Class III Directors: Joseph P. Beebe” at Univest Financial Corporation, 2025-2026
Asset manager	For	Withheld	Vote
Fidelity	1,632,595	0	For
Vanguard	1,440,672	0	For
BlackRock	1,305,184	0	For
John Hancock	992,614	0	For
American Century	701,376	0	For
Dimensional	619,789	0	For
Charles Schwab	238,711	0	For
TIAA	154,376	0	For
SEI	142,334	0	For
EA Series Trust	126,382	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
HOTCHKIS & WILEY FUNDS /DE/	77,470	0	For
Equitable	46,931	24,206	Mixed
TARGET PORTFOLIO TRUST	65,300	0	For
Royce	62,295	0	For
Northern Trust	53,133	0	For
Principal	49,968	0	For
WisdomTree	49,400	0	For
TOUCHSTONE FUNDS GROUP TRUST	48,750	0	For
QUANTITATIVE MASTER SERIES LLC	48,306	0	For
JPMorgan	43,429	0	For
Lincoln Financial	41,154	0	For
TETON WESTWOOD FUNDS	39,194	0	For
Prudential/PGIM	38,642	0	For
Brinker Capital Destinations Trust	38,499	0	For

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

3. Elect Director: Natalye Paquin

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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

Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Four Class III Directors: Natalye Paquin

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 April 24, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99.2% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 8,660,300 for, 24,206 withheld, 1,759 abstained.

FOR

FOR: 8,660,300ABSTAIN: 1,759WITHHOLD: 24,206

Largest asset managers voting on “Election of Four Class III Directors: Natalye Paquin” at Univest Financial Corporation, 2025-2026
Asset manager	For	Withheld	Vote
Fidelity	1,632,595	0	For
Vanguard	1,440,672	0	For
BlackRock	1,305,184	0	For
John Hancock	992,614	0	For
American Century	701,376	0	For
Dimensional	619,789	0	For
Charles Schwab	238,711	0	For
TIAA	154,376	0	For
SEI	142,334	0	For
EA Series Trust	126,382	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
HOTCHKIS & WILEY FUNDS /DE/	77,470	0	For
Equitable	46,931	24,206	Mixed
TARGET PORTFOLIO TRUST	65,300	0	For
Royce	62,295	0	For
Northern Trust	53,133	0	For
Principal	49,968	0	For
WisdomTree	49,400	0	For
TOUCHSTONE FUNDS GROUP TRUST	48,750	0	For
QUANTITATIVE MASTER SERIES LLC	48,306	0	For
JPMorgan	43,429	0	For
Lincoln Financial	41,154	0	For
TETON WESTWOOD FUNDS	39,194	0	For
Prudential/PGIM	38,642	0	For
Brinker Capital Destinations Trust	38,499	0	For

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

4. Elect Director: Robert C. Wonderling

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

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

Details: description as filed, official tally, votes by 74 asset managers

Description as filed by funds: Election of Four Class III Directors: Robert C. Wonderling

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 April 24, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 74 asset managers below reported 8,206,065 for, 323,981 withheld, 156,219 abstained.

FOR

FOR: 8,206,065ABSTAIN: 156,219WITHHOLD: 323,981

Largest asset managers voting on “Election of Four Class III Directors: Robert C. Wonderling” at Univest Financial Corporation, 2025-2026
Asset manager	For	Abstain	Withheld	Vote
Fidelity	1,632,595	0	0	For
Vanguard	1,440,107	1	564	For
BlackRock	1,305,184	0	0	For
John Hancock	992,614	0	0	For
American Century	701,376	0	0	For
Dimensional	619,789	0	0	For
Charles Schwab	238,711	0	0	For
TIAA	154,376	0	0	For
SEI	0	0	142,334	Withhold
EA Series Trust	0	126,382	0	Abstain
BRIDGEWAY FUNDS INC	100,137	0	0	For
HOTCHKIS & WILEY FUNDS /DE/	77,470	0	0	For
Equitable	46,931	0	24,206	Mixed
TARGET PORTFOLIO TRUST	65,300	0	0	For
Royce	62,295	0	0	For
Northern Trust	0	0	53,133	Withhold
Principal	49,968	0	0	For
WisdomTree	49,400	0	0	For
TOUCHSTONE FUNDS GROUP TRUST	48,750	0	0	For
QUANTITATIVE MASTER SERIES LLC	48,306	0	0	For
JPMorgan	43,429	0	0	For
Lincoln Financial	41,154	0	0	For
TETON WESTWOOD FUNDS	39,194	0	0	For
Prudential/PGIM	38,642	0	0	For
Brinker Capital Destinations Trust	38,499	0	0	For

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

5. 3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy…

Outcome not verified Fund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 7 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 21,929,235AGAINST: 561,000

Details: description as filed, official tally, votes by 242 asset managers

Description as filed by funds: Approval of, on an advisory (non- binding) basis, the compensation of our named executive officers as presented in the Proxy Statement

Univest Financial Corporation’s own tally for this item (“3. Advisory vote to approve the compensation of the Corporation's named executive officers as presented in the proxy statement”): 21,929,235 for, 561,000 against, per its Form 8-K filed April 24, 2026 (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.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 76 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 manager	For	Against	Vote
Fidelity	1,632,595	0	For
Vanguard	1,440,672	0	For
BlackRock	1,305,184	0	For
John Hancock	992,614	0	For
American Century	701,376	0	For
Dimensional	619,789	0	For
Charles Schwab	238,711	0	For
TIAA	154,376	0	For
SEI	138,958	3,376	For
EA Series Trust	126,382	0	For
BRIDGEWAY FUNDS INC	100,137	0	For
HOTCHKIS & WILEY FUNDS /DE/	77,470	0	For
Equitable	71,137	0	For
TARGET PORTFOLIO TRUST	65,300	0	For
Royce	62,295	0	For
Northern Trust	53,133	0	For
Principal	49,968	0	For
WisdomTree	49,400	0	For
TOUCHSTONE FUNDS GROUP TRUST	48,750	0	For
QUANTITATIVE MASTER SERIES LLC	48,306	0	For
JPMorgan	43,429	0	For
Lincoln Financial	41,154	0	For
HUSSMAN INVESTMENT TRUST	40,700	0	For
TETON WESTWOOD FUNDS	39,194	0	For
Prudential/PGIM	38,642	0	For

Fund voting reports, all 76 managers: 8,724,882 for, 7,543 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 188 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 manager	For	Against	Abstain	Vote
Fidelity	2,400,388	0	0	For
BlackRock	1,612,399	0	4,093	For
John Hancock	1,104,921	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	788,200	0	0	For
PZENA INVESTMENT MANAGEMENT LLC	726,467	0	0	For
American Century	722,927	0	0	For
Renaissance	561,924	0	0	For
SEI	418,074	3,376	0	For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	339,826	0	0	For
UNIVEST FINANCIAL Corp	311,377	0	0	For
Leeward Investments, LLC - MA	283,938	0	0	For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	277,409	0	0	For
Goldman Sachs	248,334	0	0	For
Two Sigma	247,266	0	0	For
AQR	243,986	0	0	For
Charles Schwab	238,769	0	0	For
Vanguard	225,727	0	0	For
Northern Trust	220,371	0	0	For
Neuberger Berman	192,177	0	0	For
Dimensional	173,799	0	0	For
Nuveen	156,518	0	0	For
ENDEAVOUR CAPITAL ADVISORS INC	131,493	0	0	For
T. Rowe Price	108,699	0	0	For
MELLON INVESTMENTS Corp	100,235	0	0	For
BRIDGEWAY CAPITAL MANAGEMENT, LLC	100,137	0	0	For

Institutional-manager reports, all 188 managers: 13,093,650 for, 146,616 against, 4,093 abstained. Showing the 25 largest; see all in the interactive database.

6. 2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2026

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%

FOR: 23,884,852AGAINST: 466,638

Details: description as filed, official tally, votes by 76 asset managers

Description as filed by funds: RATIFICATION OF KPMG LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR 2026

Univest Financial Corporation’s own tally for this item (“2. Ratification of KPMG LLP as the Corporation's independent registered public accounting firm for 2026”): 23,884,852 for, 466,638 against, per its Form 8-K filed April 24, 2026 (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.

The 76 asset managers below reported 8,604,221 for, 128,204 against.

FOR

FOR: 8,604,221AGAINST: 128,204

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 manager	For	Against	Vote
Fidelity	1,632,595	0	For
Vanguard	1,440,108	564	For
BlackRock	1,305,184	0	For
John Hancock	992,614	0	For
American Century	701,376	0	For
Dimensional	619,789	0	For
Charles Schwab	238,711	0	For
TIAA	154,376	0	For
SEI	141,317	1,017	For
EA Series Trust	0	126,382	Against
BRIDGEWAY FUNDS INC	100,137	0	For
HOTCHKIS & WILEY FUNDS /DE/	77,470	0	For
Equitable	71,137	0	For
TARGET PORTFOLIO TRUST	65,300	0	For
Royce	62,295	0	For
Northern Trust	53,133	0	For
Principal	49,968	0	For
WisdomTree	49,400	0	For
TOUCHSTONE FUNDS GROUP TRUST	48,750	0	For
QUANTITATIVE MASTER SERIES LLC	48,306	0	For
JPMorgan	43,429	0	For
Lincoln Financial	41,154	0	For
HUSSMAN INVESTMENT TRUST	40,700	0	For
TETON WESTWOOD FUNDS	39,194	0	For
Prudential/PGIM	38,642	0	For

Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.

Largest Univest Financial Corporation shareholders voting in 2025-2026

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 28,083,533 shares outstanding at the time of that meeting.

Fund voting reports: top Univest Financial Corporation shareholders by shares voted on “Approval of, on an advisory (non- binding) basis, the compensation of our named executive…”, 2025-2026
#	Asset manager	% of shares outstanding
1	Fidelity	5.81%
2	Vanguard	5.13%
3	BlackRock	4.65%
4	John Hancock	3.53%
5	American Century	2.50%
6	Dimensional	2.21%
7	Charles Schwab	0.85%
8	TIAA	0.55%
9	SEI	0.51%
10	EA Series Trust	0.45%

Institutional-manager reports: top Univest Financial Corporation shareholders by shares voted on “Approval of, on an advisory (non- binding) basis, the compensation of our named executive…”, 2025-2026
#	Asset manager	% of shares outstanding
1	Fidelity	8.55%
2	BlackRock	5.76%
3	John Hancock	3.93%
4	GEODE CAPITAL MANAGEMENT, LLC	2.81%
5	PZENA INVESTMENT MANAGEMENT LLC	2.59%
6	American Century	2.57%
7	Renaissance	2.00%
8	SEI	1.50%
9	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.21%
10	UNIVEST FINANCIAL Corp	1.11%

Reported Univest Financial Corporation holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

Univest Financial Corporation holdings and ownership disclosed 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 February 6, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 February 6, 2026. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.

At Univest Financial Corporation's shareholder meeting held April 23, 2026, in the 2025-2026 proxy season, 242 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 1,603 separate fund positions. On the most widely held item on that ballot — Approval of, on an advisory (non- binding) basis, the compensation of our named executive… — FOR was 98% of the votes cast (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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Univest Financial Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on April 24, 2026.

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

Download data (CSV): ballot items · votes by manager · column guide.