Community Financial Services Group’s Unilever UL Stock Holding History

Community Financial Services Group’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	$216K	Buy	3,543 +368	+12%	+$21.3K	0.03%	121
2026 Q1	$178K	Buy	+3,175	New	+$213K	0.03%	119
2025 Q1	–	Sell	-3,494	Closed	-$223K	–	112
2024 Q4	$223K	Buy	3,494 +357	+11%	+$24.1K	0.04%	110
2024 Q3	$229K	Buy	+3,137	New	+$217K	0.05%	115

Other funds holding UL

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Community Financial Services Group's UL Position: Q2 2026 in Review

Community Financial Services Group increased its Unilever (UL) stake by 12% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,543 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #121.

Community Financial Services Group first reported a position in UL in Q3 2024 and has held it in 4 quarters since. The position peaked at $229K in Q3 2024. 213 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Community Financial Services Group held 3,543 shares of Unilever worth $216K as of Q2 2026.
Community Financial Services Group bought 368 Unilever shares in Q2 2026, an estimated $21.3K.
Unilever made up 0.03% of Community Financial Services Group's portfolio in Q2 2026, its #121 holding.
Community Financial Services Group first reported a position in Unilever in Q3 2024 and has held it in 4 quarters since.
Community Financial Services Group's Unilever position peaked at $229K in Q3 2024.
213 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.