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Univest Bank and Trust Co.: Balance Sheet

Data as of · Call Report Schedule RC How we update

Assets, liabilities and equity as reported on Schedule RC, the statement every other page on this profile is derived from.

The standout move of Q2 2026 was in Other borrowed money: 28.6% lower than in Q1 2026, at $125.0M. Univest Bank and Trust Co. ranks 11th of 109 Pennsylvania banks on total assets, in the upper half at $8.17B (Q2 2026). Against a median of $2.02B for banks in the $1B-10B asset tier, Univest Bank and Trust Co. reported $8.17B on total assets in Q2 2026, 305% higher.

Assets

Assets for Univest Bank and Trust Co., Q2 2026
Line item Q2 2026
Total assets $8.17B
Cash and balances due from depository institutions —
Total securities $492.5M
Fed funds sold and reverse repos $0
Net loans and leases $6.97B
Loans held for sale $13.2M
Trading account assets $0
Premises and fixed assets $63.8M
Other real estate owned $18.9M
Goodwill and other intangibles $183.4M
All other assets $249.8M

Liabilities

Liabilities for Univest Bank and Trust Co., Q2 2026
Line item Q2 2026
Total liabilities $7.25B
Total deposits $7.04B
Fed funds purchased and repos $18.8M
Trading liabilities $0
Other borrowed money $125.0M
Subordinated notes and debentures $0
All other liabilities $65.3M

Equity capital

Equity capital for Univest Bank and Trust Co., Q2 2026
Line item Q2 2026
Total equity capital $921.9M
Common stock $2.4M
Common stock surplus $493.8M
Retained earnings $449.0M
Preferred stock and surplus $0
Accumulated other comprehensive income -$23.4M
Total liabilities and equity capital $8.17B

Balance Sheet trend

Last 12 quarters as filed. Every value plotted here also appears in the tables above.

Total assets and total liabilities
Loans, securities and cash

Balance Sheet by quarter

Values plotted above, Univest Bank and Trust Co., oldest first
Quarter Total assetsTotal liabilitiesNet loans and leasesSecurities
Q3 2023 $7.81B $6.99B $6.51B $487.4M
Q4 2023 $7.76B $6.91B $6.49B $499.9M
Q1 2024 $7.73B $6.86B $6.51B $496.9M
Q2 2024 $7.84B $6.95B $6.63B $485.2M
Q3 2024 $8.19B $7.28B $6.66B $494.2M
Q4 2024 $8.11B $7.22B $6.76B $494.0M
Q1 2025 $7.95B $7.05B $6.76B $497.1M
Q2 2025 $7.91B $7.00B $6.73B $496.7M
Q3 2025 $8.54B $7.61B $6.71B $496.8M
Q4 2025 $8.40B $7.50B $6.84B $491.3M
Q1 2026 $8.11B $7.19B $6.87B $496.4M
Q2 2026 $8.17B $7.25B $6.97B $492.5M

Univest Bank and Trust Co. balance sheet, all the way back

Balance Sheet back to 2001 · peer percentiles on every line item · Excel export

Unlock Univest Bank and Trust Co., free

Source: Call Report Schedule RC, as filed with the FFIEC and standardized by BankRegReports. Dollar amounts are as reported, point-in-time; income statement items are year-to-date through the report date. See the full Univest Bank and Trust Co. profile, peer group comparison, or how this data updates.

Regulator records: FDIC BankFind (cert 7759) · FFIEC NIC profile (RSSD 354310)