UMB Bank’s Universal Corp UVV Stock Holding History

UMB Bank’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	$8.38K	Sell	159 -3	-2%	-$161	﹤0.01%	1918
2025 Q4	$8.55K	Buy	162 +46	+40%	+$2.44K	﹤0.01%	1875
2025 Q3	$6.48K	Buy	116 +20	+21%	+$1.11K	﹤0.01%	1816
2025 Q2	$5.59K	Buy	96 +11	+13%	+$634	﹤0.01%	1793
2025 Q1	$4.76K	Buy	85 +27	+47%	+$1.44K	﹤0.01%	1774
2024 Q4	$3.18K	Hold	58	–	–	﹤0.01%	1841
2024 Q3	$3.08K	Buy	58 +31	+115%	+$1.6K	﹤0.01%	1870
2024 Q2	$1.3K	Buy	27 +13	+93%	+$648	﹤0.01%	1904
2024 Q1	$724	Buy	+14	New	+$762	﹤0.01%	1882
2022 Q3	–	Sell	-83	Closed	-$5K	–	1983
2022 Q2	$5K	Hold	83	–	–	﹤0.01%	1597
2022 Q1	$5K	Hold	83	–	–	﹤0.01%	1674
2021 Q4	$5K	Buy	+83	New	+$4.14K	﹤0.01%	1653

Other funds holding UVV

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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