FPF
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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
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

Other funds holding UL

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

First Pacific Financial's UL Position: Q2 2026 in Review

First Pacific Financial reduced its Unilever (UL) stake by 2.9% in Q2 2026, selling an estimated $21K and leaving 12,299 shares worth $739K. The position accounts for 0.09% of the portfolio, ranked #104.

First Pacific Financial first reported a position in UL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.13M in Q3 2024. 394 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • First Pacific Financial held 12,299 shares of Unilever worth $739K as of Q2 2026.
  • First Pacific Financial sold 364 Unilever shares in Q2 2026, an estimated $21K.
  • Unilever made up 0.09% of First Pacific Financial's portfolio in Q2 2026, its #104 holding.
  • First Pacific Financial first reported a position in Unilever in Q4 2020 and has held it in 23 quarters since.
  • First Pacific Financial's Unilever position peaked at $1.13M in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.