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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
Q2 		$23.1K Buy
442
+93
+27% +$4.95K ﹤0.01% 3081
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Allworth Financial's UVV Position: Q2 2026 in Review

Allworth Financial increased its Universal Corp (UVV) stake by 27% in Q2 2026, buying an estimated $4.95K and bringing the position to 442 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

Allworth Financial first reported a position in UVV in Q3 2023 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Allworth Financial held 442 shares of Universal Corp worth $23.1K as of Q2 2026.
  • Allworth Financial bought 93 Universal Corp shares in Q2 2026, an estimated $4.95K.
  • Universal Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3081 holding.
  • Allworth Financial first reported a position in Universal Corp in Q3 2023 and has held it in 12 quarters since.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.