CFM
UVV icon

Compass Financial Management’s Universal Corp UVV Stock Holding History

Compass Financial Management’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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Compass Financial Management's UVV Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 37 shares of Universal Corp worth $1.93K as of Q2 2026.
  • Universal Corp was a new Compass Financial Management position in Q2 2026.
  • Universal Corp made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1321 holding.
  • 218 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.