Jones Financial Companies
UTL icon

Jones Financial Companies’s Unitil UTL Stock Holding History

Jones Financial Companies’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
Q1 		$315K Buy
6,021
+5,435
+927% +$278K ﹤0.01% 2230
2025
Q4 		$28.4K Buy
586
+18
+3% +$876 ﹤0.01% 2790
2025
Q3 		$26.7K Buy
568
+284
+100% +$13.9K ﹤0.01% 2652
2025
Q2 		$14.9K Buy
284
+6
+2% +$333 ﹤0.01% 2719
2025
Q1 		$16.1K Buy
278
+2
+0.7% +$110 ﹤0.01% 2511
2024
Q4 		$14.9K Buy
276
+2
+0.7% +$116 ﹤0.01% 2365
2024
Q3 		$16.3K Buy
+274
New +$16K ﹤0.01% 2028
2023
Q2 		– Sell
-445
Closed -$25.4K – 597
2023
Q1 		$25.4K Buy
+445
New +$23.8K ﹤0.01% 401
2021
Q1 		– Sell
-775
Closed -$34K – 869
2020
Q4 		$34K Buy
+775
New +$30.9K ﹤0.01% 318

Other funds holding UTL

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return