Focus Financial Network’s Reaves Utility Income Fund UTG Stock Holding History

Focus Financial Network’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$624K	Buy	15,321 +1,151	+8%	+$48.1K	0.02%	441
2026 Q1	$557K	Buy	14,170 +1,051	+8%	+$41.1K	0.02%	437
2025 Q4	$480K	Buy	13,119 +254	+2%	+$9.66K	0.02%	453
2025 Q3	$510K	Buy	12,865 +1,983	+18%	+$74.8K	0.02%	440
2025 Q2	$394K	Buy	10,882 +617	+6%	+$20.6K	0.02%	489
2025 Q1	$334K	Sell	10,265 -184	-2%	-$6.05K	0.01%	522
2024 Q4	$331K	Buy	10,449 +169	+2%	+$5.56K	0.01%	520
2024 Q3	$337K	Buy	10,280 +17	+0.2%	+$500	0.01%	511
2024 Q2	$294K	Sell	10,263 -102	-1%	-$2.78K	0.01%	535
2024 Q1	$266K	Sell	10,365 -180	-2%	-$4.75K	0.01%	516
2023 Q4	$282K	Buy	10,545 +61	+0.6%	+$1.56K	0.01%	594
2023 Q3	$258K	Sell	10,484 -47	-0.4%	-$1.26K	0.01%	505
2023 Q2	$289K	Buy	10,531 +1,707	+19%	+$47.8K	0.02%	477
2023 Q1	$250K	Buy	+8,824	New	+$253K	0.02%	485

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Focus Financial Network's UTG Position: Q2 2026 in Review

Focus Financial Network increased its Reaves Utility Income Fund (UTG) stake by 8.1% in Q2 2026, buying an estimated $48.1K and bringing the position to 15,321 shares worth $624K. The position accounts for 0.02% of the portfolio, ranked #441.

Focus Financial Network first reported a position in UTG in Q1 2023 and has held it in 14 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Focus Financial Network held 15,321 shares of Reaves Utility Income Fund worth $624K as of Q2 2026.
Focus Financial Network bought 1,151 Reaves Utility Income Fund shares in Q2 2026, an estimated $48.1K.
Reaves Utility Income Fund made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #441 holding.
Focus Financial Network first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 14 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.