Skip to main content
Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

UVV holding history

Universal Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UVV overviewAll 13F holders of UVVFull Q2 2026 holdings

Shares (Q2 2026)
7,225
Value
$376.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UVV by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,225$376.9K<0.1%+918+14.6%AddedHolders
Q1 20266,307$332.4K<0.1%−8−0.1%ReducedHolders
Q4 20256,315$333.1K<0.1%+260+4.3%AddedHolders
Q3 20256,055$338.3K<0.1%+579+10.6%AddedHolders
Q2 20255,476$318.9K<0.1%+171+3.2%AddedHolders
Q1 20255,305$297.3K<0.1%−804−13.2%ReducedHolders
Q4 20246,109$335.0K<0.1%+43+0.7%AddedHolders
Q3 20246,066$322.2K<0.1%+1,082+21.7%AddedHolders
Q2 20244,984$240.2K<0.1%+21+0.4%AddedHolders
Q1 20244,963$256.7K<0.1%−1,820−26.8%ReducedHolders
Q4 20236,783$456.6K<0.1%+105+1.6%AddedHolders
Q3 20236,678$315.3K<0.1%−84−1.2%ReducedHolders
Q2 20236,762$337.7K<0.1%+28+0.4%AddedHolders
Q1 20236,734$356.2K<0.1%−77−1.1%ReducedHolders
Q4 20226,811$359.7K<0.1%−235−3.3%ReducedHolders
Q3 20227,046$324.0K<0.1%+204+3.0%AddedHolders
Q2 20226,842$414.0K<0.1%+10.0%AddedHolders
Q1 20226,841$397.0K<0.1%+1,250+22.4%AddedHolders
Q4 20215,591$307.0K<0.1%−109−1.9%ReducedHolders
Q3 20215,700$275.0K<0.1%−200−3.4%ReducedHolders
Q2 20215,900$336.0K<0.1%+366+6.6%AddedHolders
Q1 20215,534$326.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.