AFC
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Ares Financial Consulting’s Universal Corp UVV Stock Holding History

Ares Financial Consulting’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 		$1.15K Hold
22
– – ﹤0.01% 984
2026
Q1 		$1.15K Hold
22
– – ﹤0.01% 938
2025
Q4 		$1.16K Buy
+22
New +$1.17K ﹤0.01% 748

Other funds holding UVV

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ares Financial Consulting's UVV Position: Q2 2026 in Review

Ares Financial Consulting held its Universal Corp (UVV) position steady in Q2 2026 at 22 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Ares Financial Consulting first reported a position in UVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16K in Q4 2025. 71 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Ares Financial Consulting held 22 shares of Universal Corp worth $1.15K as of Q2 2026.
  • Ares Financial Consulting left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #984 holding.
  • Ares Financial Consulting first reported a position in Universal Corp in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Universal Corp position peaked at $1.16K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.