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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
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

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

Independent Financial Group's UVV Position: Q2 2026 in Review

Independent Financial Group reduced its Universal Corp (UVV) stake by 9.3% in Q2 2026, selling an estimated $21.3K and leaving 3,915 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Independent Financial Group first reported a position in UVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $227K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Independent Financial Group held 3,915 shares of Universal Corp worth $204K as of Q2 2026.
  • Independent Financial Group sold 400 Universal Corp shares in Q2 2026, an estimated $21.3K.
  • Universal Corp made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1471 holding.
  • Independent Financial Group first reported a position in Universal Corp in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Universal Corp position peaked at $227K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.