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 Q3	$2.1K	Sell	50 -1,570	-97%	-$75.3K	﹤0.01%	3215
2026 Q2	$84.5K	Buy	1,620 +13	+0.8%	+$692	﹤0.01%	1264
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	+$3.64K	﹤0.01%	1732

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Larson Financial Group's UVV Position: Q3 2026 in Review

Larson Financial Group reduced its Universal Corp (UVV) stake by 97% in Q3 2026, selling an estimated $75.3K and leaving 50 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Larson Financial Group first reported a position in UVV in Q4 2024 and has held it in 8 quarters since. The position peaked at $216K in Q4 2025. 102 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

Larson Financial Group held 50 shares of Universal Corp worth $2.1K as of Q3 2026.
Larson Financial Group sold 1,570 Universal Corp shares in Q3 2026, an estimated $75.3K.
Universal Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3215 holding.
Larson Financial Group first reported a position in Universal Corp in Q4 2024 and has held it in 8 quarters since.
Larson Financial Group's Universal Corp position peaked at $216K in Q4 2025.
102 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.