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Allworth Financial’s Universal Corp UVV Stock Holding History

Allworth Financial’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
Q1 		$18.4K Buy
349
+20
+6% +$1.08K ﹤0.01% 3053
2025
Q4 		$17.4K Sell
329
-76
-19% -$4.04K ﹤0.01% 2907
2025
Q3 		$22.6K Buy
405
+27
+7% +$1.49K ﹤0.01% 2628
2025
Q2 		$22K Buy
378
+4
+1% +$230 ﹤0.01% 2460
2025
Q1 		$21.6K Buy
374
+33
+10% +$1.76K ﹤0.01% 2036
2024
Q4 		$17.1K Buy
341
+25
+8% +$1.34K ﹤0.01% 2189
2024
Q3 		$16.8K Hold
316
– – ﹤0.01% 2022
2024
Q2 		$16.1K Buy
316
+3
+1% +$150 ﹤0.01% 2011
2024
Q1 		$16.2K Sell
313
-3
-0.9% -$163 ﹤0.01% 1889
2023
Q4 		$21.3K Buy
316
+41
+15% +$2.2K ﹤0.01% 1616
2023
Q3 		$13K Buy
+275
New +$13.3K ﹤0.01% 1744

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Allworth Financial's UVV Position: Q1 2026 in Review

Allworth Financial increased its Universal Corp (UVV) stake by 6.1% in Q1 2026, buying an estimated $1.08K and bringing the position to 349 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3053.

Allworth Financial first reported a position in UVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $22.6K in Q3 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Allworth Financial held 349 shares of Universal Corp worth $18.4K as of Q1 2026.
  • Allworth Financial bought 20 Universal Corp shares in Q1 2026, an estimated $1.08K.
  • Universal Corp made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3053 holding.
  • Allworth Financial first reported a position in Universal Corp in Q3 2023 and has held it in 11 quarters since.
  • Allworth Financial's Universal Corp position peaked at $22.6K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.