BFS
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bare Financial Services's UTL Position: Q1 2026 in Review

Bare Financial Services increased its Unitil (UTL) stake by 97% in Q1 2026, buying an estimated $1.54K and bringing the position to 61 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Bare Financial Services first reported a position in UTL in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Bare Financial Services held 61 shares of Unitil worth $3.19K as of Q1 2026.
  • Bare Financial Services bought 30 Unitil shares in Q1 2026, an estimated $1.54K.
  • Unitil made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #826 holding.
  • Bare Financial Services first reported a position in Unitil in Q4 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.