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Bare Financial Services’s Unitil UTL Stock Holding History

Bare Financial Services’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.59K Buy
125
+64
+105% +$3.32K ﹤0.01% 753
2026
Q1 		$3.19K Buy
61
+30
+97% +$1.54K ﹤0.01% 826
2025
Q4 		$1.5K Buy
+31
New +$1.51K ﹤0.01% 971

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bare Financial Services's UTL Position: Q2 2026 in Review

Bare Financial Services increased its Unitil (UTL) stake by 105% in Q2 2026, buying an estimated $3.32K and bringing the position to 125 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Bare Financial Services first reported a position in UTL in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Bare Financial Services held 125 shares of Unitil worth $6.59K as of Q2 2026.
  • Bare Financial Services bought 64 Unitil shares in Q2 2026, an estimated $3.32K.
  • Unitil made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #753 holding.
  • Bare Financial Services first reported a position in Unitil in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.