Kestra Advisory Services’s Universal Corp UVV Stock Holding History

Kestra 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 Q3	$350K	Sell	8,367 -392	-4%	-$18.8K	﹤0.01%	2822
2026 Q2	$457K	Buy	8,759 +15	+0.2%	+$799	﹤0.01%	2408
2026 Q1	$461K	Buy	8,744 +7,620	+678%	+$410K	﹤0.01%	2285
2025 Q4	$59.3K	Buy	+1,124	New	+$59.7K	﹤0.01%	3828
2024 Q2	–	Sell	-4,343	Closed	-$225K	–	2690
2024 Q1	$225K	Buy	4,343 +187	+4%	+$10.2K	﹤0.01%	2200
2023 Q4	$280K	Sell	4,156 -1,956	-32%	-$105K	﹤0.01%	1891
2023 Q3	$289K	Buy	6,112 +1,251	+26%	+$60.4K	﹤0.01%	1683
2023 Q2	$243K	Buy	+4,861	New	+$256K	﹤0.01%	1783

Other funds holding UVV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Advisory Services's UVV Position: Q3 2026 in Review

Kestra Advisory Services reduced its Universal Corp (UVV) stake by 4.5% in Q3 2026, selling an estimated $18.8K and leaving 8,367 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

Kestra Advisory Services first reported a position in UVV in Q2 2023 and has held it in 8 quarters since. The position peaked at $461K in Q1 2026. 118 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

Kestra Advisory Services held 8,367 shares of Universal Corp worth $350K as of Q3 2026.
Kestra Advisory Services sold 392 Universal Corp shares in Q3 2026, an estimated $18.8K.
Universal Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2822 holding.
Kestra Advisory Services first reported a position in Universal Corp in Q2 2023 and has held it in 8 quarters since.
Kestra Advisory Services's Universal Corp position peaked at $461K in Q1 2026.
118 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.