Superior Planning, LLC’s Universal Corp UVV Stock Holding History

Superior Planning, LLC’s Portfolio UVV Stock Details UVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.09K	Buy	+74	New	+$3.55K	﹤0.01%	1396

Other funds holding UVV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Superior Planning, LLC's UVV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Universal Corp (UVV) in Q3 2026: 74 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #1396 among its holdings.

144 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

Superior Planning, LLC held 74 shares of Universal Corp worth $3.09K as of Q3 2026.
Universal Corp was a new Superior Planning, LLC position in Q3 2026.
Universal Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1396 holding.
144 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.