Bank of Montreal’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $701K | Buy |
13,431
+2,275
| +20% | +$121K | ﹤0.01% | 2280 |
|
|
2026
Q1 | $588K | Buy |
11,156
+2,544
| +30% | +$137K | ﹤0.01% | 2315 |
|
|
2025
Q4 | $454K | Buy |
8,612
+1,187
| +16% | +$63K | ﹤0.01% | 2357 |
|
|
2025
Q3 | $415K | Sell |
7,425
-1,025
| -12% | -$56.7K | ﹤0.01% | 2352 |
|
|
2025
Q2 | $492K | Buy |
8,450
+827
| +11% | +$47.6K | ﹤0.01% | 2291 |
|
|
2025
Q1 | $427K | Buy |
+7,623
| New | +$406K | ﹤0.01% | 2291 |
|
|
2023
Q2 | – | Sell |
-4,042
| Closed | -$214K | – | 4312 |
|
|
2023
Q1 | $214K | Buy |
+4,042
| New | +$212K | ﹤0.01% | 2974 |
|
|
2022
Q3 | – | Sell |
-8,448
| Closed | -$516 | – | 4426 |
|
|
2022
Q2 | $516 | Buy |
8,448
+895
| +12% | +$53.4K | ﹤0.01% | 2672 |
|
|
2022
Q1 | $431K | Buy |
7,553
+703
| +10% | +$38.7K | ﹤0.01% | 2944 |
|
|
2021
Q4 | $376K | Sell |
6,850
-1,108
| -14% | -$55.2K | ﹤0.01% | 2597 |
|
|
2021
Q3 | $392K | Sell |
7,958
-146
| -2% | -$7.41K | ﹤0.01% | 3006 |
|
|
2021
Q2 | $462K | Buy |
8,104
+1,238
| +18% | +$71.5K | ﹤0.01% | 2864 |
|
|
2021
Q1 | $410K | Buy |
6,866
+187
| +3% | +$9.82K | ﹤0.01% | 2757 |
|
|
2020
Q4 | $344K | Buy |
6,679
+4,427
| +197% | +$199K | ﹤0.01% | 2913 |
|
|
2020
Q3 | $98K | Sell |
2,252
-818
| -27% | -$35K | ﹤0.01% | 3088 |
|
|
2020
Q2 | $127K | Buy |
3,070
+1,847
| +151% | +$81.2K | ﹤0.01% | 2975 |
|
|
2020
Q1 | $53K | Sell |
1,223
-2,609
| -68% | -$130K | ﹤0.01% | 2875 |
|
|
2019
Q4 | $219K | Buy |
3,832
+722
| +23% | +$39K | ﹤0.01% | 3114 |
|
|
2019
Q3 | $171K | Sell |
3,110
-153
| -5% | -$8.58K | ﹤0.01% | 3002 |
|
|
2019
Q2 | $198K | Buy |
3,263
+2,063
| +172% | +$116K | ﹤0.01% | 2926 |
|
|
2019
Q1 | $69K | Sell |
1,200
-707
| -37% | -$40.6K | ﹤0.01% | 3222 |
|
|
2018
Q4 | $104K | Buy |
1,907
+416
| +28% | +$26.8K | ﹤0.01% | 2934 |
|
|
2018
Q3 | $97K | Sell |
1,491
-4
| -0.3% | -$255 | ﹤0.01% | 3105 |
|
|
2018
Q2 | $99K | Buy |
1,495
+175
| +13% | +$9.69K | ﹤0.01% | 3125 |
|
|
2018
Q1 | $64K | Buy |
1,320
+92
| +7% | +$4.56K | ﹤0.01% | 3137 |
|
|
2017
Q4 | $65K | Sell |
1,228
-87
| -7% | -$4.83K | ﹤0.01% | 3172 |
|
|
2017
Q3 | $76K | Buy |
1,315
+247
| +23% | +$14.8K | ﹤0.01% | 3088 |
|
|
2017
Q2 | $70K | Sell |
1,068
-508
| -32% | -$35.3K | ﹤0.01% | 3109 |
|
|
2017
Q1 | $111K | Buy |
1,576
+465
| +42% | +$32.4K | ﹤0.01% | 2772 |
|
|
2016
Q4 | $60K | Hold |
1,111
| – | – | ﹤0.01% | 3051 |
|
|
2016
Q3 | $65K | Hold |
1,111
| – | – | ﹤0.01% | 2962 |
|
|
2016
Q2 | $64K | Hold |
1,111
| – | – | ﹤0.01% | 2981 |
|
|
2016
Q1 | $64K | Buy |
1,111
+351
| +46% | +$19.1K | ﹤0.01% | 2958 |
|
|
2015
Q4 | $43K | Sell |
760
-581
| -43% | -$31.8K | ﹤0.01% | 3101 |
|
|
2015
Q3 | $66K | Buy |
1,341
+126
| +10% | +$6.62K | ﹤0.01% | 2813 |
|
|
2015
Q2 | $70K | Buy |
1,215
+189
| +18% | +$9.56K | ﹤0.01% | 2886 |
|
|
2015
Q1 | $49K | Sell |
1,026
-411
| -29% | -$18.2K | ﹤0.01% | 2935 |
|
|
2014
Q4 | $63K | Sell |
1,437
-350
| -20% | -$14.7K | ﹤0.01% | 2973 |
|
|
2014
Q3 | $80K | Sell |
1,787
-565
| -24% | -$29.1K | ﹤0.01% | 2927 |
|
|
2014
Q2 | $130K | Buy |
2,352
+1,381
| +142% | +$75.2K | ﹤0.01% | 2698 |
|
|
2014
Q1 | $54K | Sell |
971
-488
| -33% | -$26.7K | ﹤0.01% | 3097 |
|
|
2013
Q4 | $80K | Buy |
1,459
+340
| +30% | +$17.7K | ﹤0.01% | 2644 |
|
|
2013
Q3 | $57K | Sell |
1,119
-15
| -1% | -$830 | ﹤0.01% | 2759 |
|
|
2013
Q2 | $66K | Buy |
+1,134
| New | +$65.9K | ﹤0.01% | 2609 |
|
Other funds holding UVV
Bank of Montreal's UVV Position: Q2 2026 in Review
Bank of Montreal increased its Universal Corp (UVV) stake by 20% in Q2 2026, buying an estimated $121K and bringing the position to 13,431 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.
Bank of Montreal first reported a position in UVV in Q2 2013 and has held it in 44 quarters since. 218 funds tracked by Wall St. Rank hold UVV as of Q2 2026.
- Bank of Montreal held 13,431 shares of Universal Corp worth $701K as of Q2 2026.
- Bank of Montreal bought 2,275 Universal Corp shares in Q2 2026, an estimated $121K.
- Universal Corp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2280 holding.
- Bank of Montreal first reported a position in Universal Corp in Q2 2013 and has held it in 44 quarters since.
- 218 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.