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John Boyer, Inc.’s Universal Corp UVV Stock Holding History

John Boyer, Inc.’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 		$258K Sell
4,945
-159
-3% -$8.47K 0.22% 35
2026
Q1 		$269K Sell
5,104
-730
-13% -$39.3K 0.27% 35
2025
Q4 		$308K Buy
5,834
+91
+2% +$4.83K 0.31% 31
2025
Q3 		$321K Buy
+5,743
New +$318K 0.32% 29

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Commonwealth Equity Services
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

John Boyer, Inc.'s UVV Position: Q2 2026 in Review

John Boyer, Inc. reduced its Universal Corp (UVV) stake by 3.1% in Q2 2026, selling an estimated $8.47K and leaving 4,945 shares worth $258K. The position accounts for 0.22% of the portfolio, ranked #35.

John Boyer, Inc. first reported a position in UVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q3 2025. 92 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • John Boyer, Inc. held 4,945 shares of Universal Corp worth $258K as of Q2 2026.
  • John Boyer, Inc. sold 159 Universal Corp shares in Q2 2026, an estimated $8.47K.
  • Universal Corp made up 0.22% of John Boyer, Inc.'s portfolio in Q2 2026, its #35 holding.
  • John Boyer, Inc. first reported a position in Universal Corp in Q3 2025 and has held it in 4 quarters since.
  • John Boyer, Inc.'s Universal Corp position peaked at $321K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on John Boyer, Inc.'s 13F filing for Q2 2026, filed 7 Aug 2026.