IFP Advisors’s RGC Resources RGCO Stock Holding History

IFP 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	$287	Buy	12 +8	+200%	+$184	﹤0.01%	4791
2026 Q1	$88	Hold	4	–	–	﹤0.01%	4759
2025 Q4	$85	Sell	4 -5	-56%	-$109	﹤0.01%	4625
2025 Q3	$202	Buy	+9	New	+$197	﹤0.01%	4397
2025 Q2	–	Hold	0	–	–	–	4742
2023 Q1	–	Sell	-3,163	Closed	-$87K	–	4227
2022 Q4	$87K	Sell	3,163 -6,264	-66%	-$139K	﹤0.01%	1837
2022 Q3	$259K	Sell	9,427 -3,101	-25%	-$64.6K	0.01%	1266
2022 Q2	$344K	Hold	12,528	–	–	0.01%	1007
2022 Q1	$344K	Buy	+12,528	New	+$276K	0.01%	1007
2017 Q4	–	Sell	-3,601	Closed	-$103K	–	4058
2017 Q3	$103K	Hold	3,601	–	–	﹤0.01%	1540
2017 Q2	$102K	Hold	3,601	–	–	﹤0.01%	1518
2017 Q1	$79K	Sell	3,601 -1	-0%	-$18	﹤0.01%	1659
2016 Q4	$60K	Hold	3,602	–	–	﹤0.01%	1768
2016 Q3	$57K	Hold	3,602	–	–	﹤0.01%	1731
2016 Q2	$58K	Buy	+3,602	New	+$55.6K	﹤0.01%	1678
2016 Q1	–	Sell	-3,602	Closed	-$51K	–	3208
2015 Q4	$51K	Buy	+3,602	New	+$50.8K	﹤0.01%	1617

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

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

IFP Advisors's RGCO Position: Q2 2026 in Review

IFP Advisors increased its RGC Resources (RGCO) stake by 200% in Q2 2026, buying an estimated $184 and bringing the position to 12 shares worth $287. The position accounts for ﹤0.01% of the portfolio, ranked #4791.

IFP Advisors first reported a position in RGCO in Q4 2015 and has held it in 15 quarters since. The position peaked at $344K in Q2 2022. 23 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

IFP Advisors held 12 shares of RGC Resources worth $287 as of Q2 2026.
IFP Advisors bought 8 RGC Resources shares in Q2 2026, an estimated $184.
RGC Resources made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4791 holding.
IFP Advisors first reported a position in RGC Resources in Q4 2015 and has held it in 15 quarters since.
IFP Advisors's RGC Resources position peaked at $344K in Q2 2022.
23 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.