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Transamerica Financial Advisors’s Universal Corp UVV Stock Holding History

Transamerica Financial Advisors’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 		$678 Hold
13
– – ﹤0.01% 1606
2026
Q1 		$685 Sell
13
-8
-38% -$431 ﹤0.01% 1420
2025
Q4 		$1.11K Buy
21
+15
+250% +$797 ﹤0.01% 1225
2025
Q3 		$335 Buy
+6
New +$332 ﹤0.01% 1376

Other funds holding UVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Transamerica Financial Advisors's UVV Position: Q2 2026 in Review

Transamerica Financial Advisors held its Universal Corp (UVV) position steady in Q2 2026 at 13 shares worth $678. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Transamerica Financial Advisors first reported a position in UVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.11K in Q4 2025. 232 funds tracked by Wall St. Rank hold UVV as of Q2 2026.

  • Transamerica Financial Advisors held 13 shares of Universal Corp worth $678 as of Q2 2026.
  • Transamerica Financial Advisors left its Universal Corp share count unchanged in Q2 2026.
  • Universal Corp made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1606 holding.
  • Transamerica Financial Advisors first reported a position in Universal Corp in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Universal Corp position peaked at $1.11K in Q4 2025.
  • 232 funds tracked by Wall St. Rank held Universal Corp as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.