RFP
UVV icon

Root Financial Partners’s Universal Corp UVV Stock Holding History

Root Financial Partners’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 		$3.06K Buy
+58
New +$3.12K ﹤0.01% 2148

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

Root Financial Partners's UVV Position: Q1 2026 in Review

Root Financial Partners opened a new position in Universal Corp (UVV) in Q1 2026: 58 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings.

230 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Root Financial Partners held 58 shares of Universal Corp worth $3.06K as of Q1 2026.
  • Universal Corp was a new Root Financial Partners position in Q1 2026.
  • Universal Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2148 holding.
  • 230 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.