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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

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Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 1,190 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.
  • 1,190 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.