First Citizens Bank & Trust’s Unitil UTL Stock Holding History

First Citizens Bank & Trust’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	$372K	Sell	7,066 -330	-4%	-$17.1K	0.01%	518
2026 Q1	$386K	Sell	7,396 -378	-5%	-$19.4K	0.01%	497
2025 Q4	$377K	Buy	7,774 +2,530	+48%	+$123K	0.01%	499
2025 Q3	$251K	Sell	5,244 -320	-6%	-$15.6K	0.01%	575
2025 Q2	$290K	Buy	+5,564	New	+$308K	0.01%	540
2022 Q3	–	Sell	-4,367	Closed	-$256K	–	399
2022 Q2	$256K	Sell	4,367 -1,243	-22%	-$67.1K	0.01%	321
2022 Q1	$280K	Buy	+5,610	New	+$274K	0.01%	329

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 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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

First Citizens Bank & Trust's UTL Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Unitil (UTL) stake by 4.5% in Q2 2026, selling an estimated $17.1K and leaving 7,066 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #518.

First Citizens Bank & Trust first reported a position in UTL in Q1 2022 and has held it in 7 quarters since. The position peaked at $386K in Q1 2026. 22 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

First Citizens Bank & Trust held 7,066 shares of Unitil worth $372K as of Q2 2026.
First Citizens Bank & Trust sold 330 Unitil shares in Q2 2026, an estimated $17.1K.
Unitil made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #518 holding.
First Citizens Bank & Trust first reported a position in Unitil in Q1 2022 and has held it in 7 quarters since.
First Citizens Bank & Trust's Unitil position peaked at $386K in Q1 2026.
22 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.