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JNBA Financial Advisors’s Unilever UL Stock Holding History

JNBA Financial Advisors’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 		$19.1K Hold
318
– – ﹤0.01% 444
2026
Q1 		$18.1K Sell
318
-28
-8% -$1.88K ﹤0.01% 432
2025
Q4 		$22.6K Buy
346
+27
+8% +$1.81K ﹤0.01% 406
2025
Q3 		$21.3K Hold
319
– – ﹤0.01% 401
2025
Q2 		$22K Hold
319
– – ﹤0.01% 382
2025
Q1 		$21.4K Sell
319
-58
-15% -$3.74K ﹤0.01% 373
2024
Q4 		$24K Hold
377
– – ﹤0.01% 362
2024
Q3 		$27.5K Sell
377
-74
-16% -$5.12K ﹤0.01% 356
2024
Q2 		$27.9K Hold
451
– – ﹤0.01% 347
2024
Q1 		$25.4K Hold
451
– – ﹤0.01% 363
2023
Q4 		$24.6K Hold
451
– – ﹤0.01% 374
2023
Q3 		$25K Hold
451
– – ﹤0.01% 358
2023
Q2 		$26.4K Buy
451
+148
+49% +$8.79K ﹤0.01% 362
2023
Q1 		$17.7K Buy
303
+245
+422% +$13.9K ﹤0.01% 407
2022
Q4 		$3.27K Hold
58
– – ﹤0.01% 552
2022
Q3 		$3K Hold
58
– – ﹤0.01% 584
2022
Q2 		$3K Hold
58
– – ﹤0.01% 621
2022
Q1 		$3K Hold
58
– – ﹤0.01% 608
2021
Q4 		$3K Sell
58
-70
-55% -$4.16K ﹤0.01% 714
2021
Q3 		$8K Sell
128
-89
-41% -$5.67K ﹤0.01% 546
2021
Q2 		$14K Hold
217
– – ﹤0.01% 450
2021
Q1 		$14K Sell
217
-42
-16% -$2.67K ﹤0.01% 433
2020
Q4 		$18K Buy
+259
New +$17.6K ﹤0.01% 378
2018
Q4 		– Sell
-735
Closed -$45K – 724
2018
Q3 		$45K Buy
+735
New +$46.4K 0.02% 234
2016
Q4 		– Sell
-2,176
Closed -$116K – 1299
2016
Q3 		$116K Buy
+2,176
New +$115K 0.02% 323
2016
Q2 		– Sell
-14
Closed -$1K – 549
2016
Q1 		$1K Buy
+14
New +$681 ﹤0.01% 522
2014
Q4 		– Sell
-47
Closed -$2K – 589
2014
Q3 		$2K Buy
+47
New +$2.32K ﹤0.01% 538

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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

JNBA Financial Advisors's UL Position: Q2 2026 in Review

JNBA Financial Advisors held its Unilever (UL) position steady in Q2 2026 at 318 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

JNBA Financial Advisors first reported a position in UL in Q3 2014 and has held it in 27 quarters since. The position peaked at $116K in Q3 2016. 482 funds tracked by Wall St. Rank hold UL as of Q2 2026.

  • JNBA Financial Advisors held 318 shares of Unilever worth $19.1K as of Q2 2026.
  • JNBA Financial Advisors left its Unilever share count unchanged in Q2 2026.
  • Unilever made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #444 holding.
  • JNBA Financial Advisors first reported a position in Unilever in Q3 2014 and has held it in 27 quarters since.
  • JNBA Financial Advisors's Unilever position peaked at $116K in Q3 2016.
  • 482 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.