Farther Finance Advisors
UTL icon

Farther Finance Advisors’s Unitil UTL Stock Holding History

Farther Finance Advisors’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
Q3 		$27.7K Buy
546
+147
+37% +$7.85K ﹤0.01% 3890
2026
Q2 		$21K Sell
399
-335
-46% -$17.4K ﹤0.01% 3928
2026
Q1 		$38.8K Buy
734
+435
+145% +$22.3K ﹤0.01% 3183
2025
Q4 		$14.5K Buy
299
+166
+125% +$8.08K ﹤0.01% 3652
2025
Q3 		$6.37K Buy
133
+104
+359% +$5.08K ﹤0.01% 3663
2025
Q2 		$1.51K Buy
29
+4
+16% +$222 ﹤0.01% 3789
2025
Q1 		$1.46K Hold
25
– – ﹤0.01% 3498
2024
Q4 		$1.35K Sell
25
-5
-17% -$290 ﹤0.01% 3149
2024
Q3 		$1.82K Hold
30
– – ﹤0.01% 3029
2024
Q2 		$1.56K Buy
30
+8
+36% +$411 ﹤0.01% 2892
2024
Q1 		$1.14K Buy
22
+10
+83% +$504 ﹤0.01% 2720
2023
Q4 		$631 Hold
12
– – ﹤0.01% 2894
2023
Q3 		$513 Hold
12
– – ﹤0.01% 2262
2023
Q2 		$609 Hold
12
– – ﹤0.01% 2100
2023
Q1 		$684 Hold
12
– – ﹤0.01% 1929
2022
Q4 		$616 Buy
+12
New +$611 ﹤0.01% 1791

Other funds holding UTL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors's UTL Position: Q3 2026 in Review

Farther Finance Advisors increased its Unitil (UTL) stake by 37% in Q3 2026, buying an estimated $7.85K and bringing the position to 546 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Farther Finance Advisors first reported a position in UTL in Q4 2022 and has held it in 16 quarters since. The position peaked at $38.8K in Q1 2026. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Farther Finance Advisors held 546 shares of Unitil worth $27.7K as of Q3 2026.
  • Farther Finance Advisors bought 147 Unitil shares in Q3 2026, an estimated $7.85K.
  • Unitil made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3890 holding.
  • Farther Finance Advisors first reported a position in Unitil in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Unitil position peaked at $38.8K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.