Position in UTL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,068
+$643 QoQ
Shares Held
267
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#194
of 243 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $1,503,228 across 4 Utilities - Diversified names. UTL ranks #4 (0.9% of the industry book) .
All Filings in UTL
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,068 | 267 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,425 | 257 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $14,531 | 300 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,591 | 284 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $3,754 | 72 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,191 | 142 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,015 | 111 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $605 | 10 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $517 | 10 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $523 | 10 | Shares | Sole | 2024-04-26 | |
| 2022-09-30 | $9,661 | 208 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $12,213 | 208 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $13,268 | 266 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $21,523 | 468 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||