Patriot Financial Group Insurance Agency’s Universal Corp UVV Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-9,182	Closed	-$484K	–	682
2026 Q1	$484K	Buy	+9,182	New	+$494K	0.03%	453
2025 Q4	–	Sell	-3,700	Closed	-$207K	–	547
2025 Q3	$207K	Buy	+3,700	New	+$205K	0.03%	459
2022 Q3	–	Sell	-2,083	Closed	-$126K	–	1872
2022 Q2	$126K	Sell	2,083 -315	-13%	-$18.8K	0.03%	485
2022 Q1	$139K	Buy	2,398 +84	+4%	+$4.62K	0.02%	492
2021 Q4	$127K	Buy	2,314 +1,245	+116%	+$62.1K	0.02%	583
2021 Q3	$52K	Buy	1,069 +1,044	+4,176%	+$53K	0.01%	858
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	2030
2021 Q1	$1K	Buy	+25	New	+$1.31K	﹤0.01%	1933

Other funds holding UVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UVV Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Universal Corp (UVV) in Q2 2026, closing a stake of 9,182 shares — an estimated $484K sold.

Patriot Financial Group Insurance Agency first reported a position in UVV in Q1 2021 and held it in 8 quarters. The position peaked at $484K in Q1 2026. 92 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Universal Corp position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 9,182 Universal Corp shares in Q2 2026, an estimated $484K.
Patriot Financial Group Insurance Agency first reported a position in Universal Corp in Q1 2021 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Universal Corp position peaked at $484K in Q1 2026.
92 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.