SBK Financial’s Unilever UL Stock Holding History

SBK Financial’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-152	Closed	-$8.66K	–	422
2026 Q1	$8.66K	Buy	+152	New	+$10.2K	0.01%	168

Other funds holding UL

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SBK Financial's UL Position: Q2 2026 in Review

SBK Financial sold out of Unilever (UL) in Q2 2026, closing a stake of 152 shares — an estimated $8.66K sold.

SBK Financial first reported a position in UL in Q1 2026 and held it in 1 quarter. The position peaked at $8.66K in Q1 2026. 1,201 funds tracked by Wall St. Rank hold UL as of Q2 2026.

SBK Financial reported no remaining Unilever position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 152 Unilever shares in Q2 2026, an estimated $8.66K.
SBK Financial first reported a position in Unilever in Q1 2026 and held it in 1 quarter.
SBK Financial's Unilever position peaked at $8.66K in Q1 2026.
1,201 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.