Bangor Savings Bank’s Essential Utilities WTRG Stock Holding History

Bangor Savings Bank’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23.9K	Buy	609 +5	+0.8%	+$201	﹤0.01%	359
2026 Q2	$23.1K	Buy	604 +6	+1%	+$229	﹤0.01%	364
2026 Q1	$24.1K	Buy	598 +5	+0.8%	+$197	﹤0.01%	354
2025 Q4	$22.8K	Buy	593 +5	+0.9%	+$197	﹤0.01%	371
2025 Q3	$23.5K	Buy	588 +5	+0.9%	+$191	﹤0.01%	369
2025 Q2	$21.7K	Buy	583 +5	+0.9%	+$195	﹤0.01%	377
2025 Q1	$22.9K	Buy	578 +5	+0.9%	+$184	﹤0.01%	367
2024 Q4	$20.8K	Buy	573 +4	+0.7%	+$155	﹤0.01%	376
2024 Q3	$21.9K	Buy	569 +5	+0.9%	+$197	﹤0.01%	370
2024 Q2	$21.1K	Buy	+564	New	+$20.9K	﹤0.01%	359
2023 Q2	–	Sell	-64	Closed	-$2.79K	–	558
2023 Q1	$2.79K	Buy	+64	New	+$2.89K	﹤0.01%	483

Other funds holding WTRG

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PBK

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bangor Savings Bank's WTRG Position: Q3 2026 in Review

Bangor Savings Bank increased its Essential Utilities (WTRG) stake by 0.83% in Q3 2026, buying an estimated $201 and bringing the position to 609 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Bangor Savings Bank first reported a position in WTRG in Q1 2023 and has held it in 11 quarters since. The position peaked at $24.1K in Q1 2026. 30 funds tracked by Wall St. Rank hold WTRG as of Q3 2026.

Bangor Savings Bank held 609 shares of Essential Utilities worth $23.9K as of Q3 2026.
Bangor Savings Bank bought 5 Essential Utilities shares in Q3 2026, an estimated $201.
Essential Utilities made up ﹤0.01% of Bangor Savings Bank's portfolio in Q3 2026, its #359 holding.
Bangor Savings Bank first reported a position in Essential Utilities in Q1 2023 and has held it in 11 quarters since.
Bangor Savings Bank's Essential Utilities position peaked at $24.1K in Q1 2026.
30 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.