BOK Financial’s Unitil UTL Stock Holding History

BOK Financial’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	$192K	Buy	+3,643	New	+$189K	﹤0.01%	685
2026 Q1	–	Sell	-3,938	Closed	-$191K	–	1119
2025 Q4	$191K	Sell	3,938 -250	-6%	-$12.2K	﹤0.01%	693
2025 Q3	$200K	Buy	4,188 +20	+0.5%	+$976	﹤0.01%	691
2025 Q2	$217K	Buy	4,168 +76	+2%	+$4.21K	﹤0.01%	693
2025 Q1	$236K	Buy	4,092 +486	+13%	+$26.7K	﹤0.01%	681
2024 Q4	$188K	Sell	3,606 -744	-17%	-$43.2K	﹤0.01%	699
2024 Q3	$257K	Sell	4,350 -194	-4%	-$11.3K	﹤0.01%	673
2024 Q2	$235K	Buy	+4,544	New	+$234K	﹤0.01%	741

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOK Financial's UTL Position: Q2 2026 in Review

BOK Financial opened a new position in Unitil (UTL) in Q2 2026: 3,643 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: BOK Financial previously reported a position in UTL as recently as Q4 2025.

BOK Financial first reported a position in UTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $257K in Q3 2024. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

BOK Financial held 3,643 shares of Unitil worth $192K as of Q2 2026.
Unitil was a new BOK Financial position in Q2 2026.
Unitil made up ﹤0.01% of BOK Financial's portfolio in Q2 2026, its #685 holding.
BOK Financial first reported a position in Unitil in Q2 2024 and has held it in 8 quarters since.
BOK Financial's Unitil position peaked at $257K in Q3 2024.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.