Pinnacle Wealth Planning Services’s Universal Corp UVV Stock Holding History

Pinnacle Wealth Planning 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	$13.3K	Sell	318 -760	-71%	-$36.5K	﹤0.01%	1969
2026 Q2	$56.2K	Buy	1,078 +8	+0.7%	+$426	0.01%	1185
2026 Q1	$56.4K	Buy	1,070 +27	+3%	+$1.45K	0.01%	1133
2025 Q4	$55K	Buy	+1,043	New	+$55.4K	0.01%	1130
2021 Q1	–	Sell	-297	Closed	-$15K	–	1865
2020 Q4	$15K	Buy	+297	New	+$13.4K	﹤0.01%	1270

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

Pinnacle Wealth Planning Services's UVV Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Universal Corp (UVV) stake by 71% in Q3 2026, selling an estimated $36.5K and leaving 318 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Pinnacle Wealth Planning Services first reported a position in UVV in Q4 2020 and has held it in 5 quarters since. The position peaked at $56.4K in Q1 2026. 118 funds tracked by Wall St. Rank hold UVV as of Q3 2026.

Pinnacle Wealth Planning Services held 318 shares of Universal Corp worth $13.3K as of Q3 2026.
Pinnacle Wealth Planning Services sold 760 Universal Corp shares in Q3 2026, an estimated $36.5K.
Universal Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1969 holding.
Pinnacle Wealth Planning Services first reported a position in Universal Corp in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Universal Corp position peaked at $56.4K in Q1 2026.
118 funds tracked by Wall St. Rank held Universal Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.