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Cornerstone Financial Management’s Universal Corp UVV Stock Holding History

Cornerstone 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 		$1.51K Buy
29
+9
+45% +$479 ﹤0.01% 947
2026
Q1 		$1.05K Hold
20
– – ﹤0.01% 951
2025
Q4 		$1.05K Buy
+20
New +$1.06K ﹤0.01% 915

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 $3.38T AUM 44.17% 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

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

Cornerstone Financial Management increased its Universal Corp (UVV) stake by 45% in Q2 2026, buying an estimated $479 and bringing the position to 29 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Cornerstone Financial Management first reported a position in UVV in Q4 2025 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Cornerstone Financial Management held 29 shares of Universal Corp worth $1.51K as of Q2 2026.
  • Cornerstone Financial Management bought 9 Universal Corp shares in Q2 2026, an estimated $479.
  • Universal Corp made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #947 holding.
  • Cornerstone Financial Management first reported a position in Universal Corp in Q4 2025 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

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