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First United Bank & Trust’s RGC Resources RGCO Stock Holding History

First United Bank & Trust’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
2025
Q2 		– Sell
-931
Closed -$19.4K – 403
2025
Q1 		$19.4K Hold
931
– – 0.01% 285
2024
Q4 		$18.7K Hold
931
– – 0.01% 288
2024
Q3 		$21K Hold
931
– – 0.01% 279
2024
Q2 		$19K Hold
931
– – 0.01% 299
2024
Q1 		$18.8K Hold
931
– – 0.01% 310
2023
Q4 		$18.9K Buy
+931
New +$16.7K 0.01% 308

Other funds holding RGCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First United Bank & Trust's RGCO Position: Q2 2025 in Review

First United Bank & Trust sold out of RGC Resources (RGCO) in Q2 2025, closing a stake of 931 shares — an estimated $19.4K sold.

First United Bank & Trust first reported a position in RGCO in Q4 2023 and held it in 6 quarters. The position peaked at $21K in Q3 2024. 82 funds tracked by Wall St. Rank hold RGCO as of Q2 2025.

  • First United Bank & Trust reported no remaining RGC Resources position as of Q2 2025 after selling out during the quarter.
  • First United Bank & Trust sold 931 RGC Resources shares in Q2 2025, an estimated $19.4K.
  • First United Bank & Trust first reported a position in RGC Resources in Q4 2023 and held it in 6 quarters.
  • First United Bank & Trust's RGC Resources position peaked at $21K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held RGC Resources as of Q2 2025.

Based on First United Bank & Trust's 13F filing for Q2 2025, filed 18 Jul 2025.