Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s RGC Resources RGCO Stock Holding History

Cambridge Investment Research Advisors’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 		$225K Sell
9,421
-149
-2% -$3.43K ﹤0.01% 3714
2026
Q1 		$211K Sell
9,570
-426
-4% -$9.21K ﹤0.01% 3636
2025
Q4 		$213K Buy
9,996
+352
+4% +$7.67K ﹤0.01% 3522
2025
Q3 		$216K Sell
9,644
-331
-3% -$7.25K ﹤0.01% 3420
2025
Q2 		$223K Buy
9,975
+77
+0.8% +$1.64K ﹤0.01% 3253
2025
Q1 		$207K Buy
+9,898
New +$204K ﹤0.01% 3183
2024
Q4 		– Sell
-9,898
Closed -$223K – 3576
2024
Q3 		$223K Buy
+9,898
New +$207K ﹤0.01% 3060
2020
Q2 		– Sell
-7,275
Closed -$210K – 2505
2020
Q1 		$210K Buy
+7,275
New +$197K ﹤0.01% 1898
2019
Q3 		– Sell
-7,275
Closed -$222K – 2396
2019
Q2 		$222K Buy
+7,275
New +$197K ﹤0.01% 1942
2019
Q1 		– Sell
-7,275
Closed -$218K – 2340
2018
Q4 		$218K Buy
+7,275
New +$202K ﹤0.01% 1864
2018
Q3 		– Sell
-7,275
Closed -$212K – 2296
2018
Q2 		$212K Buy
+7,275
New +$194K ﹤0.01% 1979
2017
Q4 		– Sell
-7,275
Closed -$208K – 2152
2017
Q3 		$208K Hold
7,275
– – ﹤0.01% 1805
2017
Q2 		$206K Buy
+7,275
New +$179K ﹤0.01% 1740

Other funds holding RGCO

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Cambridge Investment Research Advisors's RGCO Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its RGC Resources (RGCO) stake by 1.6% in Q2 2026, selling an estimated $3.43K and leaving 9,421 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #3714.

Cambridge Investment Research Advisors first reported a position in RGCO in Q2 2017 and has held it in 13 quarters since. 23 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,421 shares of RGC Resources worth $225K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 149 RGC Resources shares in Q2 2026, an estimated $3.43K.
  • RGC Resources made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3714 holding.
  • Cambridge Investment Research Advisors first reported a position in RGC Resources in Q2 2017 and has held it in 13 quarters since.
  • 23 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.