SBI Securities’s Unitil UTL Stock Holding History

SBI Securities’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 Q3	$152	Buy	3 +1	+50%	+$53	﹤0.01%	3481
2026 Q2	$105	Hold	2	–	–	﹤0.01%	3501
2026 Q1	$104	Hold	2	–	–	﹤0.01%	3395
2025 Q4	$97	Buy	2 +1	+100%	+$49	﹤0.01%	3413
2025 Q3	$48	Sell	1 -2	-67%	-$98	﹤0.01%	3733
2025 Q2	$156	Sell	3 -18	-86%	-$998	﹤0.01%	3391
2025 Q1	$1.21K	Buy	21 +17	+425%	+$935	﹤0.01%	2501
2024 Q4	$217	Buy	+4	New	+$232	﹤0.01%	3210

Other funds holding UTL

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New Hampshire Trust Concord, New Hampshire $532M AUM 17.57% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

SBI Securities's UTL Position: Q3 2026 in Review

SBI Securities increased its Unitil (UTL) stake by 50% in Q3 2026, buying an estimated $53 and bringing the position to 3 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

SBI Securities first reported a position in UTL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21K in Q1 2025. 42 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

SBI Securities held 3 shares of Unitil worth $152 as of Q3 2026.
SBI Securities bought 1 Unitil share in Q3 2026, an estimated $53.
Unitil made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3481 holding.
SBI Securities first reported a position in Unitil in Q4 2024 and has held it in 8 quarters since.
SBI Securities's Unitil position peaked at $1.21K in Q1 2025.
42 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.