Jones Financial Companies
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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
Q2 		$347K Buy
6,445
+424
+7% +$22K ﹤0.01% 2364
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies's UTL Position: Q2 2026 in Review

Jones Financial Companies increased its Unitil (UTL) stake by 7% in Q2 2026, buying an estimated $22K and bringing the position to 6,445 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Jones Financial Companies first reported a position in UTL in Q4 2020 and has held it in 10 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Jones Financial Companies held 6,445 shares of Unitil worth $347K as of Q2 2026.
  • Jones Financial Companies bought 424 Unitil shares in Q2 2026, an estimated $22K.
  • Unitil made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2364 holding.
  • Jones Financial Companies first reported a position in Unitil in Q4 2020 and has held it in 10 quarters since.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.