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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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
FCM
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

SBI Securities's UTL Position: Q2 2026 in Review

SBI Securities held its Unitil (UTL) position steady in Q2 2026 at 2 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

SBI Securities first reported a position in UTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21K in Q1 2025. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • SBI Securities held 2 shares of Unitil worth $105 as of Q2 2026.
  • SBI Securities left its Unitil share count unchanged in Q2 2026.
  • Unitil made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3501 holding.
  • SBI Securities first reported a position in Unitil in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Unitil position peaked at $1.21K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.