First Citizens Bank & Trust
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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
Q3 		– Sell
-7,066
Closed -$372K – 777
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

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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

First Citizens Bank & Trust's UTL Position: Q3 2026 in Review

First Citizens Bank & Trust sold out of Unitil (UTL) in Q3 2026, closing a stake of 7,066 shares — an estimated $372K sold.

First Citizens Bank & Trust first reported a position in UTL in Q1 2022 and held it in 7 quarters. The position peaked at $386K in Q1 2026. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • First Citizens Bank & Trust reported no remaining Unitil position as of Q3 2026 after selling out during the quarter.
  • First Citizens Bank & Trust sold 7,066 Unitil shares in Q3 2026, an estimated $372K.
  • First Citizens Bank & Trust first reported a position in Unitil in Q1 2022 and held it in 7 quarters.
  • First Citizens Bank & Trust's Unitil position peaked at $386K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.