COMPASS FINANCIAL MANAGEMENT LLC’s Universal Corp UVV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.93K	Buy	+37	New	+$1.97K	﹤0.01%	1321

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's UVV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Universal Corp (UVV) in Q2 2026: 37 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #1321 among its holdings.

138 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 37 shares of Universal Corp worth $1.93K as of Q2 2026.
Universal Corp was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Universal Corp made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1321 holding.
138 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.