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Farther Finance Advisors’s RGC Resources RGCO Stock Holding History

Farther Finance 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 		$191 Buy
+8
New +$184 ﹤0.01% 5727
2025
Q4 		– Sell
-28
Closed -$628 – 5570
2025
Q3 		$628 Buy
+28
New +$614 ﹤0.01% 4484

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Farther Finance Advisors's RGCO Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in RGC Resources (RGCO) in Q2 2026: 8 shares worth $191. The stake represents ﹤0.01% of the portfolio and ranks #5727 among its holdings. This is a return to the name: Farther Finance Advisors previously reported a position in RGCO as recently as Q3 2025.

Farther Finance Advisors first reported a position in RGCO in Q3 2025 and has held it in 2 quarters since. The position peaked at $628 in Q3 2025. 23 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Farther Finance Advisors held 8 shares of RGC Resources worth $191 as of Q2 2026.
  • RGC Resources was a new Farther Finance Advisors position in Q2 2026.
  • RGC Resources made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5727 holding.
  • Farther Finance Advisors first reported a position in RGC Resources in Q3 2025 and has held it in 2 quarters since.
  • Farther Finance Advisors's RGC Resources position peaked at $628 in Q3 2025.
  • 23 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.