Focus Financial Network
UTG icon

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
Q3 		$585K Buy
17,020
+1,699
+11% +$65.3K 0.02% 453
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% +$9.7K 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

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Focus Financial Network's UTG Position: Q3 2026 in Review

Focus Financial Network increased its Reaves Utility Income Fund (UTG) stake by 11% in Q3 2026, buying an estimated $65.3K and bringing the position to 17,020 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #453.

Focus Financial Network first reported a position in UTG in Q1 2023 and has held it in 15 quarters since. The position peaked at $624K in Q2 2026. 54 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Focus Financial Network held 17,020 shares of Reaves Utility Income Fund worth $585K as of Q3 2026.
  • Focus Financial Network bought 1,699 Reaves Utility Income Fund shares in Q3 2026, an estimated $65.3K.
  • Reaves Utility Income Fund made up 0.02% of Focus Financial Network's portfolio in Q3 2026, its #453 holding.
  • Focus Financial Network first reported a position in Reaves Utility Income Fund in Q1 2023 and has held it in 15 quarters since.
  • Focus Financial Network's Reaves Utility Income Fund position peaked at $624K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.