Parkside Financial Bank & Trust’s Unitil UTL Stock Holding History

Parkside Financial Bank & Trust’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	$3.58K	Hold	68	–	–	﹤0.01%	2004
2026 Q1	$3.55K	Hold	68	–	–	﹤0.01%	1927
2025 Q4	$3.29K	Buy	68 +53	+353%	+$2.58K	﹤0.01%	1933
2025 Q3	$719	Buy	15 +10	+200%	+$488	﹤0.01%	2403
2025 Q2	$261	Hold	5	–	–	﹤0.01%	2654
2025 Q1	$289	Hold	5	–	–	﹤0.01%	2638
2024 Q4	$271	Hold	5	–	–	﹤0.01%	2002
2024 Q3	$303	Hold	5	–	–	﹤0.01%	1921
2024 Q2	$259	Hold	5	–	–	﹤0.01%	1894
2024 Q1	$262	Hold	5	–	–	﹤0.01%	1877
2023 Q4	$263	Sell	5 -23	-82%	-$1.11K	﹤0.01%	1883
2023 Q3	$1.2K	Sell	28 -6	-18%	-$294	﹤0.01%	1792
2023 Q2	$1.73K	Hold	34	–	–	﹤0.01%	1729
2023 Q1	$1.94K	Hold	34	–	–	﹤0.01%	1709
2022 Q4	$1.75K	Hold	34	–	–	﹤0.01%	1724
2022 Q3	$2K	Buy	34 +29	+580%	+$1.57K	﹤0.01%	1602
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1965
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1942
2021 Q4	$0	Sell	5 -30	-86%	-$1.3K	﹤0.01%	1924
2021 Q3	$1K	Buy	35 +29	+483%	+$1.45K	﹤0.01%	1717
2021 Q2	$0	Buy	+6	New	+$323	﹤0.01%	1813

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parkside Financial Bank & Trust's UTL Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its Unitil (UTL) position steady in Q2 2026 at 68 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Parkside Financial Bank & Trust first reported a position in UTL in Q2 2021 and has held it in 21 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Parkside Financial Bank & Trust held 68 shares of Unitil worth $3.58K as of Q2 2026.
Parkside Financial Bank & Trust left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #2004 holding.
Parkside Financial Bank & Trust first reported a position in Unitil in Q2 2021 and has held it in 21 quarters since.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.