UTF β€” COHEN & STEERS SELECT UTILITY

Ownership history in Community Financial Services Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Community Financial Services Group, LLC reported COHEN & STEERS SELECT UTILITY (UTF) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q1. The latest visible filing shows UTF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Community Financial Services Group, LLC's position in COHEN & STEERS SELECT UTILITY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTF stock page Community Financial Services Group, LLC fund profile Community Financial Services Group, LLC full holdings
How Community Financial Services Group, LLC held UTF β€” position size vs. price
% of Fund (quarterly)    UTF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 500 +200 +66.7% 0.00% $13K 2026-04-08 $26.51
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UTF

As of 2026 Q1 β€” sorted by position size

Accel Wealth Management 3Y 0.49% Investment Partners Asset Management, Inc. 0.4% Noble Wealth Management PBC 0.2% RDA Financial Network 3Y 0.08% Shulman DeMeo Asset Management LLC 3Y 7Y 0.06% Estate Planners Group, LLC 0.03% Daytona Street Capital LLC 0.02% Piscataqua Savings Bank 3Y 0.02% Investors Research Corp 3Y 7Y 0.01% Farther Finance Advisors, LLC 0.0%

FAQ About Community Financial Services Group, LLC and UTF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Community Financial Services Group, LLC reported owning UTF?

Community Financial Services Group, LLC reported UTF across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported UTF position in Community Financial Services Group, LLC's portfolio?

The largest reported portfolio weight for UTF was 0.00% in 2026 Q1.

What is the latest reported UTF position on this page?

The most recent filing on this page is 2026 Q1, when Community Financial Services Group, LLC reported 500 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this UTF ownership page compare?

The chart compares Community Financial Services Group, LLC's quarterly UTF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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