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Sunbelt Securities’s Universal Corp UVV Stock Holding History

Sunbelt Securities’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 		$118K Sell
2,241
-522
-19% -$28.1K 0.01% 785
2025
Q4 		$146K Buy
2,763
+8
+0.3% +$425 0.01% 720
2025
Q3 		$154K Sell
2,755
-1,136
-29% -$62.8K 0.01% 718
2025
Q2 		$213K Buy
3,891
+671
+21% +$38.6K 0.02% 566
2025
Q1 		$180K Sell
3,220
-671
-17% -$35.8K 0.02% 587
2024
Q4 		$212K Buy
3,891
+108
+3% +$5.79K 0.02% 568
2024
Q3 		$201K Buy
3,783
+1,078
+40% +$55.7K 0.02% 587
2024
Q2 		$130K Sell
2,705
-350
-11% -$17.5K 0.01% 669
2024
Q1 		$158K Sell
3,055
-39
-1% -$2.12K 0.02% 602
2023
Q4 		$208K Sell
3,094
-54
-2% -$2.89K 0.03% 476
2023
Q3 		$149K Sell
3,148
-2
-0.1% -$97 0.02% 558
2023
Q2 		$157K Buy
3,150
+2,160
+218% +$114K 0.02% 528
2023
Q1 		$51.8K Buy
+990
New +$52K 0.01% 739

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Sunbelt Securities's UVV Position: Q1 2026 in Review

Sunbelt Securities reduced its Universal Corp (UVV) stake by 19% in Q1 2026, selling an estimated $28.1K and leaving 2,241 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #785.

Sunbelt Securities first reported a position in UVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $213K in Q2 2025. 231 funds tracked by Wall St. Rank hold UVV as of Q1 2026.

  • Sunbelt Securities held 2,241 shares of Universal Corp worth $118K as of Q1 2026.
  • Sunbelt Securities sold 522 Universal Corp shares in Q1 2026, an estimated $28.1K.
  • Universal Corp made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #785 holding.
  • Sunbelt Securities first reported a position in Universal Corp in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Universal Corp position peaked at $213K in Q2 2025.
  • 231 funds tracked by Wall St. Rank held Universal Corp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.