JFS Wealth Advisors
UTL icon

JFS Wealth Advisors’s Unitil UTL Stock Holding History

JFS Wealth 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 		$153 Hold
3
– – ﹤0.01% 2123
2026
Q2 		$159 Buy
+3
New +$156 ﹤0.01% 2184

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Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JFS Wealth Advisors's UTL Position: Q3 2026 in Review

JFS Wealth Advisors held its Unitil (UTL) position steady in Q3 2026 at 3 shares worth $153. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

JFS Wealth Advisors first reported a position in UTL in Q2 2026 and has held it in 2 quarters since. The position peaked at $159 in Q2 2026. 106 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • JFS Wealth Advisors held 3 shares of Unitil worth $153 as of Q3 2026.
  • JFS Wealth Advisors left its Unitil share count unchanged in Q3 2026.
  • Unitil made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2123 holding.
  • JFS Wealth Advisors first reported a position in Unitil in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Unitil position peaked at $159 in Q2 2026.
  • 106 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.