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BDI
UB

Univest Bank and Trust Co.

Souderton, PennsylvaniaFDIC Cert #7759

STATEEstablished 187651 branches

Holding company: UNIVEST FINANCIAL CORPRegulator: FED

FDICCERT + OFFDOM

Balance sheet & income statement

Financials

Reported balance-sheet positions and year-to-date earnings from the latest FDIC Call Report.

As of Q1 2026

Balance sheet trend

Assets & deposits

Time range
Reporting mode
Assets and deposits by reporting quarter
QuarterAssetsDeposits
Q2 2021$6.34B$5.41B
Q3 2021$6.96B$6.03B
Q4 2021$7.1B$6.15B
Q1 2022$7.09B$6.14B
Q2 2022$6.69B$5.65B
Q3 2022$6.89B$5.87B
Q4 2022$7.21B$6.04B
Q1 2023$7.34B$5.95B
Q2 2023$7.58B$6.11B
Q3 2023$7.81B$6.56B
Q4 2023$7.76B$6.49B
Q1 2024$7.73B$6.51B
Q2 2024$7.84B$6.6B
Q3 2024$8.19B$6.96B
Q4 2024$8.11B$6.89B
Q1 2025$7.95B$6.79B
Q2 2025$7.91B$6.72B
Q3 2025$8.54B$7.33B
Q4 2025$8.4B$7.2B
Q1 2026$8.11B$6.92B

Balance sheet

Core assets, funding, and capital reported at quarter end.

Assets
$8.11B
+2.0%y/y
Percentile by value85th percentileby value
Peer standing in asset:3b_10b
FDICASSET
Deposits
$6.92B
+2.0%y/y
Percentile by value88th percentileby value
Peer standing in asset:3b_10b
FDICDEP
Gross loans
$6.95B
+1.6%y/y
Percentile by value95th percentileby value
Peer standing in asset:3b_10b
FDICLNLSGR
Net loans
$6.87B
+1.6%y/y
Percentile by value95th percentileby value
Peer standing in asset:3b_10b
FDICLNLSNET
Securities
$496M
−0.1%y/y
Percentile by value34th percentileby value
Peer standing in asset:3b_10b
FDICSC
Cash
$222M
+31.5%y/y
Percentile by value42nd percentileby value
Peer standing in asset:3b_10b
FDICCHBAL
Liabilities
$7.19B
+2.0%y/y
Percentile by value85th percentileby value
Peer standing in asset:3b_10b
FDICLIAB
Equity
$917M
+1.4%y/y
Peer standing85th percentile
Peer standing in asset:3b_10b
FDICEQ

Income statement

Year-to-date reported earnings and core revenue components.

Revenue
$89.7M
+9.1%y/y
Peer standing86th percentile
Peer standing in asset:3b_10b
FDICNIM + NONII
NII
$65M
+10.1%y/y
Peer standing82nd percentile
Peer standing in asset:3b_10b
FDICNIM
Noninterest income
$24.7M
+6.7%y/y
Peer standing89th percentile
Peer standing in asset:3b_10b
FDICNONII
Provision
$1.3M
−43.6%y/y
Percentile by value56th percentileby value
Peer standing in asset:3b_10b
FDICELNATR
Pretax income
$34.6M
+13.3%y/y
Peer standing83rd percentile
Peer standing in asset:3b_10b
FDICPTAXNETINC
Net income
$27.4M
+12.0%y/y
Peer standing83rd percentile
Peer standing in asset:3b_10b
FDICNETINC