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Commonwealth Financial Services’s Unitil UTL Stock Holding History

Commonwealth 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 		– Sell
-4,835
Closed -$253K – 342
2026
Q1 		$253K Buy
+4,835
New +$248K 0.04% 205

Other funds holding UTL

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Commonwealth Financial Services sold out of Unitil (UTL) in Q2 2026, closing a stake of 4,835 shares — an estimated $253K sold.

Commonwealth Financial Services first reported a position in UTL in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 22 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Commonwealth Financial Services reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 4,835 Unitil shares in Q2 2026, an estimated $253K.
  • Commonwealth Financial Services first reported a position in Unitil in Q1 2026 and held it in 1 quarter.
  • Commonwealth Financial Services's Unitil position peaked at $253K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.