FG
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Foster Group’s Reaves Utility Income Fund UTG Stock Holding History

Foster Group’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 		$204K Buy
+5,000
New +$209K 0.01% 303

Other funds holding UTG

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
RDWM
Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Foster Group's UTG Position: Q2 2026 in Review

Foster Group opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 5,000 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

49 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Foster Group held 5,000 shares of Reaves Utility Income Fund worth $204K as of Q2 2026.
  • Reaves Utility Income Fund was a new Foster Group position in Q2 2026.
  • Reaves Utility Income Fund made up 0.01% of Foster Group's portfolio in Q2 2026, its #303 holding.
  • 49 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.