Raymond James Financial
UVV icon

Raymond James Financial’s Universal Corp UVV Stock Holding History

Raymond James Financial’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 		$1.92M Sell
36,520
-3,355
-8% -$181K ﹤0.01% 3390
2025
Q4 		$2.1M Buy
39,875
+4,438
+13% +$236K ﹤0.01% 3233
2025
Q3 		$1.98M Buy
35,437
+1,951
+6% +$108K ﹤0.01% 3182
2025
Q2 		$1.95M Sell
33,486
-2,344
-7% -$135K ﹤0.01% 3101
2025
Q1 		$2.01M Buy
35,830
+11,588
+48% +$618K ﹤0.01% 2984
2024
Q4 		$1.33M Buy
+24,242
New +$1.3M ﹤0.01% 3256

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Raymond James Financial's UVV Position: Q1 2026 in Review

Raymond James Financial reduced its Universal Corp (UVV) stake by 8.4% in Q1 2026, selling an estimated $181K and leaving 36,520 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3390.

Raymond James Financial first reported a position in UVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.1M in Q4 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Raymond James Financial held 36,520 shares of Universal Corp worth $1.92M as of Q1 2026.
  • Raymond James Financial sold 3,355 Universal Corp shares in Q1 2026, an estimated $181K.
  • Universal Corp made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3390 holding.
  • Raymond James Financial first reported a position in Universal Corp in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Universal Corp position peaked at $2.1M in Q4 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.