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Larson Financial Group’s Universal Corp UVV Stock Holding History

Larson 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
Q1 		$84.7K Sell
1,607
-2,491
-61% -$134K ﹤0.01% 1076
2025
Q4 		$216K Buy
4,098
+3,942
+2,527% +$209K 0.01% 678
2025
Q3 		$8.72K Buy
156
+137
+721% +$7.58K ﹤0.01% 2089
2025
Q2 		$1.11K Buy
19
+6
+46% +$346 ﹤0.01% 2620
2025
Q1 		$729 Sell
13
-55
-81% -$2.93K ﹤0.01% 2472
2024
Q4 		$3.73K Buy
+68
New +$3.65K ﹤0.01% 1732

Other funds holding UVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Larson Financial Group's UVV Position: Q1 2026 in Review

Larson Financial Group reduced its Universal Corp (UVV) stake by 61% in Q1 2026, selling an estimated $134K and leaving 1,607 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Larson Financial Group first reported a position in UVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $216K in Q4 2025. 230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Larson Financial Group held 1,607 shares of Universal Corp worth $84.7K as of Q1 2026.
  • Larson Financial Group sold 2,491 Universal Corp shares in Q1 2026, an estimated $134K.
  • Universal Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1076 holding.
  • Larson Financial Group first reported a position in Universal Corp in Q4 2024 and has held it in 6 quarters since.
  • Larson Financial Group's Universal Corp position peaked at $216K in Q4 2025.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.