JWA
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JFS Wealth Advisors’s Universal Corp UVV Stock Holding History

JFS Wealth Advisors’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 		$209 Buy
+4
New +$213 ﹤0.01% 2143
2024
Q2 		– Sell
-3
Closed -$156 – 2049
2024
Q1 		$156 Sell
3
-27
-90% -$1.47K ﹤0.01% 1910
2023
Q4 		$2.02K Buy
+30
New +$1.61K ﹤0.01% 1430

Other funds holding UVV

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

JFS Wealth Advisors's UVV Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Universal Corp (UVV) in Q2 2026: 4 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #2143 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in UVV as recently as Q1 2024.

JFS Wealth Advisors first reported a position in UVV in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.02K in Q4 2023. 26 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Universal Corp worth $209 as of Q2 2026.
  • Universal Corp was a new JFS Wealth Advisors position in Q2 2026.
  • Universal Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2143 holding.
  • JFS Wealth Advisors first reported a position in Universal Corp in Q4 2023 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Universal Corp position peaked at $2.02K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.