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BOLTON SECURITIES CORPORATION’s Unitil UTL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$89.6K Hold
1,765
– – ﹤0.01% 1161
2026
Q2 		$93K Hold
1,765
– – ﹤0.01% 1136
2026
Q1 		$92.2K Buy
+1,765
New +$90.4K ﹤0.01% 1050
2025
Q3 		$115K Buy
+2,400
New +$117K 0.01% 914
2025
Q1 		$138K Buy
+2,400
New +$132K 0.01% 779

Other funds holding UTL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UTL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Unitil (UTL) position steady in Q3 2026 at 1,765 shares worth $89.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

BOLTON SECURITIES CORPORATION first reported a position in UTL in Q1 2025 and has held it in 5 quarters since. The position peaked at $138K in Q1 2025. 153 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,765 shares of Unitil worth $89.6K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Unitil share count unchanged in Q3 2026.
  • Unitil made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1161 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Unitil in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Unitil position peaked at $138K in Q1 2025.
  • 153 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.