First Pacific Financial
UL icon

First Pacific Financial’s Unilever UL Stock Holding History

First Pacific Financial’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
Q3 		$749K Buy
12,331
+32
+0.3% +$2.01K 0.08% 119
2026
Q2 		$739K Sell
12,299
-364
-3% -$21K 0.09% 104
2026
Q1 		$721K Sell
12,663
-185
-1% -$12.4K 0.09% 101
2025
Q4 		$840K Sell
12,848
-573
-4% -$38.5K 0.11% 92
2025
Q3 		$895K Sell
13,421
-285
-2% -$19.7K 0.12% 86
2025
Q2 		$943K Sell
13,706
-1,100
-7% -$77.2K 0.14% 87
2025
Q1 		$992K Sell
14,806
-311
-2% -$20.1K 0.2% 60
2024
Q4 		$964K Sell
15,117
-307
-2% -$20.7K 0.22% 71
2024
Q3 		$1.13M Buy
15,424
+201
+1% +$13.9K 0.26% 59
2024
Q2 		$942K Sell
15,223
-637
-4% -$37.6K 0.24% 61
2024
Q1 		$896K Buy
15,860
+540
+4% +$29.9K 0.25% 64
2023
Q4 		$836K Sell
15,320
-50
-0.3% -$2.7K 0.26% 66
2023
Q3 		$854K Sell
15,370
-767
-5% -$44.3K 0.38% 47
2023
Q2 		$946K Buy
16,137
+290
+2% +$17.2K 0.4% 46
2023
Q1 		$926K Sell
15,847
-402
-2% -$22.8K 0.43% 41
2022
Q4 		$920K Buy
16,249
+703
+5% +$37.6K 0.45% 44
2022
Q3 		$767K Buy
15,546
+1,262
+9% +$65.9K 0.44% 48
2022
Q2 		$736K Buy
14,284
+393
+3% +$20K 0.35% 52
2022
Q1 		$712K Buy
13,891
+287
+2% +$16K 0.37% 62
2021
Q4 		$823K Buy
13,604
+1,197
+10% +$71.1K 0.4% 52
2021
Q3 		$757K Buy
12,407
+1,035
+9% +$66K 0.4% 53
2021
Q2 		$748K Buy
11,372
+1,484
+15% +$98.7K 0.41% 46
2021
Q1 		$621K Buy
9,888
+2,134
+28% +$136K 0.39% 53
2020
Q4 		$527K Buy
+7,754
New +$526K 0.32% 46

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Munich Reinsurance
Munich Reinsurance Munich $4.53B AUM 24.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

First Pacific Financial's UL Position: Q3 2026 in Review

First Pacific Financial increased its Unilever (UL) stake by 0.26% in Q3 2026, buying an estimated $2.01K and bringing the position to 12,331 shares worth $749K. The position accounts for 0.08% of the portfolio, ranked #119.

First Pacific Financial first reported a position in UL in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.13M in Q3 2024. 641 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • First Pacific Financial held 12,331 shares of Unilever worth $749K as of Q3 2026.
  • First Pacific Financial bought 32 Unilever shares in Q3 2026, an estimated $2.01K.
  • Unilever made up 0.08% of First Pacific Financial's portfolio in Q3 2026, its #119 holding.
  • First Pacific Financial first reported a position in Unilever in Q4 2020 and has held it in 24 quarters since.
  • First Pacific Financial's Unilever position peaked at $1.13M in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.