Essential Partners’s RGC Resources RGCO Stock Holding History

Essential Partners’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 Q3	$425	Sell	20 -6	-23%	-$134	﹤0.01%	2445
2026 Q2	$621	Sell	26 -13	-33%	-$299	﹤0.01%	2426
2026 Q1	$860	Sell	39 -37	-49%	-$800	﹤0.01%	2284
2025 Q4	$1.62K	Sell	76 -19	-20%	-$414	﹤0.01%	1867
2025 Q3	$2.13K	Buy	95 +86	+956%	+$1.89K	﹤0.01%	1773
2025 Q2	$201	Buy	+9	New	+$191	﹤0.01%	1941

Other funds holding RGCO

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's RGCO Position: Q3 2026 in Review

Essential Partners reduced its RGC Resources (RGCO) stake by 23% in Q3 2026, selling an estimated $134 and leaving 20 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #2445.

Essential Partners first reported a position in RGCO in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.13K in Q3 2025. 6 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

Essential Partners held 20 shares of RGC Resources worth $425 as of Q3 2026.
Essential Partners sold 6 RGC Resources shares in Q3 2026, an estimated $134.
RGC Resources made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2445 holding.
Essential Partners first reported a position in RGC Resources in Q2 2025 and has held it in 6 quarters since.
Essential Partners's RGC Resources position peaked at $2.13K in Q3 2025.
6 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.