AssetMark Inc’s Universal Corp UVV Stock Holding History

AssetMark Inc’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	$125	Buy	+3	New	+$144	﹤0.01%	3673
2018 Q1	–	Sell	-8	Closed	–	–	2003
2017 Q4	$0	Sell	8 -106	-93%	-$5.89K	﹤0.01%	2145
2017 Q3	$7K	Buy	114 +35	+44%	+$2.09K	﹤0.01%	1102
2017 Q2	$5K	Buy	79 +39	+98%	+$2.71K	﹤0.01%	1117
2017 Q1	$3K	Buy	+40	New	+$2.79K	﹤0.01%	1101

Other funds holding UVV

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AssetMark Inc's UVV Position: Q3 2026 in Review

AssetMark Inc opened a new position in Universal Corp (UVV) in Q3 2026: 3 shares worth $125. The stake represents ﹤0.01% of the portfolio and ranks #3673 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in UVV as recently as Q4 2017.

AssetMark Inc first reported a position in UVV in Q1 2017 and has held it in 5 quarters since. The position peaked at $7K in Q3 2017. 73 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

AssetMark Inc held 3 shares of Universal Corp worth $125 as of Q3 2026.
Universal Corp was a new AssetMark Inc position in Q3 2026.
Universal Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3673 holding.
AssetMark Inc first reported a position in Universal Corp in Q1 2017 and has held it in 5 quarters since.
AssetMark Inc's Universal Corp position peaked at $7K in Q3 2017.
73 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.