BFS
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Bare Financial Services’s Universal Corp UVV Stock Holding History

Bare Financial Services’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
2025
Q4 		– Sell
-67
Closed -$3.74K – 1704
2025
Q3 		$3.74K Buy
67
+16
+31% +$885 ﹤0.01% 649
2025
Q2 		$2.97K Buy
+51
New +$2.94K ﹤0.01% 672

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bare Financial Services's UVV Position: Q4 2025 in Review

Bare Financial Services sold out of Universal Corp (UVV) in Q4 2025, closing a stake of 67 shares — an estimated $3.74K sold.

Bare Financial Services first reported a position in UVV in Q2 2025 and held it in 2 quarters. The position peaked at $3.74K in Q3 2025. 226 funds tracked by Wall St. Rank hold UVV as of Q4 2025.

  • Bare Financial Services reported no remaining Universal Corp position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 67 Universal Corp shares in Q4 2025, an estimated $3.74K.
  • Bare Financial Services first reported a position in Universal Corp in Q2 2025 and held it in 2 quarters.
  • Bare Financial Services's Universal Corp position peaked at $3.74K in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Universal Corp as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.