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BankPlus Trust Department’s Unilever UL Stock Holding History

BankPlus Trust Department’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.54K Buy
+142
New +$8.21K ﹤0.01% 398
2025
Q4 		– Sell
-142
Closed -$9.48K – 468
2025
Q3 		$9.48K Hold
142
– – ﹤0.01% 372
2025
Q2 		$9.79K Hold
142
– – ﹤0.01% 357
2025
Q1 		$9.53K Hold
142
– – ﹤0.01% 357
2024
Q4 		$9.07K Buy
+142
New +$9.59K ﹤0.01% 345

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BankPlus Trust Department's UL Position: Q2 2026 in Review

BankPlus Trust Department opened a new position in Unilever (UL) in Q2 2026: 142 shares worth $8.54K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: BankPlus Trust Department previously reported a position in UL as recently as Q3 2025.

BankPlus Trust Department first reported a position in UL in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.79K in Q2 2025. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • BankPlus Trust Department held 142 shares of Unilever worth $8.54K as of Q2 2026.
  • Unilever was a new BankPlus Trust Department position in Q2 2026.
  • Unilever made up ﹤0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #398 holding.
  • BankPlus Trust Department first reported a position in Unilever in Q4 2024 and has held it in 5 quarters since.
  • BankPlus Trust Department's Unilever position peaked at $9.79K in Q2 2025.
  • 1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.