Raymond James Financial
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Raymond James Financial’s Unitil UTL Stock Holding History

Raymond James Financial’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 		$1.74M Buy
33,373
+715
+2% +$36.6K ﹤0.01% 3457
2025
Q4 		$1.58M Sell
32,658
-11,494
-26% -$559K ﹤0.01% 3457
2025
Q3 		$2.11M Buy
44,152
+1,118
+3% +$54.6K ﹤0.01% 3136
2025
Q2 		$2.24M Buy
43,034
+3,104
+8% +$172K ﹤0.01% 2990
2025
Q1 		$2.3M Buy
39,930
+1,501
+4% +$82.6K ﹤0.01% 2889
2024
Q4 		$2.08M Buy
+38,429
New +$2.23M ﹤0.01% 2943

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Raymond James Financial's UTL Position: Q1 2026 in Review

Raymond James Financial increased its Unitil (UTL) stake by 2.2% in Q1 2026, buying an estimated $36.6K and bringing the position to 33,373 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3457.

Raymond James Financial first reported a position in UTL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.3M in Q1 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Raymond James Financial held 33,373 shares of Unitil worth $1.74M as of Q1 2026.
  • Raymond James Financial bought 715 Unitil shares in Q1 2026, an estimated $36.6K.
  • Unitil made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3457 holding.
  • Raymond James Financial first reported a position in Unitil in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Unitil position peaked at $2.3M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.