IFG
UVV icon

Independent Financial Group’s Universal Corp UVV Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-3,915
Closed -$204K – 1668
2026
Q2 		$204K Sell
3,915
-400
-9% -$21.3K ﹤0.01% 1471
2026
Q1 		$227K Buy
4,315
+100
+2% +$5.38K 0.01% 1318
2025
Q4 		$222K Buy
4,215
+200
+5% +$10.6K 0.01% 1295
2025
Q3 		$224K Buy
+4,015
New +$222K 0.01% 1232

Other funds holding UVV

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Independent Financial Group's UVV Position: Q3 2026 in Review

Independent Financial Group sold out of Universal Corp (UVV) in Q3 2026, closing a stake of 3,915 shares — an estimated $204K sold.

Independent Financial Group first reported a position in UVV in Q3 2025 and held it in 4 quarters. The position peaked at $227K in Q1 2026. 9 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

  • Independent Financial Group reported no remaining Universal Corp position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 3,915 Universal Corp shares in Q3 2026, an estimated $204K.
  • Independent Financial Group first reported a position in Universal Corp in Q3 2025 and held it in 4 quarters.
  • Independent Financial Group's Universal Corp position peaked at $227K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.