Advisor OS’s RGC Resources RGCO Stock Holding History

Advisor OS’s Portfolio RGCO Stock Details RGCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	9,364 -8	-0.1%	-$184	0.01%	526
2026 Q1	$207K	Buy	+9,372	New	+$203K	0.02%	542

Other funds holding RGCO

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Advisor OS's RGCO Position: Q2 2026 in Review

Advisor OS reduced its RGC Resources (RGCO) stake by 0.09% in Q2 2026, selling an estimated $184 and leaving 9,364 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #526.

Advisor OS first reported a position in RGCO in Q1 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

Advisor OS held 9,364 shares of RGC Resources worth $224K as of Q2 2026.
Advisor OS sold 8 RGC Resources shares in Q2 2026, an estimated $184.
RGC Resources made up 0.01% of Advisor OS's portfolio in Q2 2026, its #526 holding.
Advisor OS first reported a position in RGC Resources in Q1 2026 and has held it in 2 quarters since.
100 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.