Stifel Financial’s Unitil UTL Stock Holding History

Stifel 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 Q2	$477K	Sell	9,052 -755	-8%	-$39.2K	﹤0.01%	3000
2026 Q1	$512K	Sell	9,807 -28	-0.3%	-$1.43K	﹤0.01%	2869
2025 Q4	$476K	Buy	9,835 +52	+0.5%	+$2.53K	﹤0.01%	2892
2025 Q3	$468K	Buy	9,783 +93	+1%	+$4.54K	﹤0.01%	2857
2025 Q2	$505K	Buy	+9,690	New	+$537K	﹤0.01%	2768
2020 Q1	–	Sell	-18,340	Closed	-$1.13M	–	3089
2019 Q4	$1.13M	Sell	18,340 -14,740	-45%	-$911K	﹤0.01%	1729
2019 Q3	$2.1M	Buy	33,080 +4,165	+14%	+$250K	0.01%	1278
2019 Q2	$1.73M	Buy	+28,915	New	+$1.64M	﹤0.01%	1449
2014 Q3	–	Sell	-9,780	Closed	-$331K	–	2326
2014 Q2	$331K	Sell	9,780 -343	-3%	-$11.4K	﹤0.01%	1724
2014 Q1	$332K	Buy	+10,123	New	+$314K	﹤0.01%	1659

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 $3.37T 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) 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

Stifel Financial's UTL Position: Q2 2026 in Review

Stifel Financial reduced its Unitil (UTL) stake by 7.7% in Q2 2026, selling an estimated $39.2K and leaving 9,052 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Stifel Financial first reported a position in UTL in Q1 2014 and has held it in 10 quarters since. The position peaked at $2.1M in Q3 2019. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Stifel Financial held 9,052 shares of Unitil worth $477K as of Q2 2026.
Stifel Financial sold 755 Unitil shares in Q2 2026, an estimated $39.2K.
Unitil made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3000 holding.
Stifel Financial first reported a position in Unitil in Q1 2014 and has held it in 10 quarters since.
Stifel Financial's Unitil position peaked at $2.1M in Q3 2019.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.