KFAS
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Keating Financial Advisory Services’s Universal Corp UVV Stock Holding History

Keating Financial Advisory Services’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 		$1.04K Hold
20
– – ﹤0.01% 2155
2026
Q1 		$1.05K Buy
+20
New +$1.08K ﹤0.01% 2069

Other funds holding UVV

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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

Keating Financial Advisory Services's UVV Position: Q2 2026 in Review

Keating Financial Advisory Services held its Universal Corp (UVV) position steady in Q2 2026 at 20 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Keating Financial Advisory Services first reported a position in UVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.05K in Q1 2026. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Keating Financial Advisory Services held 20 shares of Universal Corp worth $1.04K as of Q2 2026.
  • Keating Financial Advisory Services left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2155 holding.
  • Keating Financial Advisory Services first reported a position in Universal Corp in Q1 2026 and has held it in 2 quarters since.
  • Keating Financial Advisory Services's Universal Corp position peaked at $1.05K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.