IFP Advisors
RGCO icon

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
Q3 		$106 Sell
5
-7
-58% -$156 ﹤0.01% 4971
2026
Q2 		$287 Buy
12
+8
+200% +$184 ﹤0.01% 4789
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% 1836
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

North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Elyxium Wealth
Elyxium Wealth San Mateo, California $989M AUM 34.28% 1-Year Est. Return

IFP Advisors's RGCO Position: Q3 2026 in Review

IFP Advisors reduced its RGC Resources (RGCO) stake by 58% in Q3 2026, selling an estimated $156 and leaving 5 shares worth $106. The position accounts for ﹤0.01% of the portfolio, ranked #4971.

IFP Advisors first reported a position in RGCO in Q4 2015 and has held it in 16 quarters since. The position peaked at $344K in Q2 2022. 18 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

  • IFP Advisors held 5 shares of RGC Resources worth $106 as of Q3 2026.
  • IFP Advisors sold 7 RGC Resources shares in Q3 2026, an estimated $156.
  • RGC Resources made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4971 holding.
  • IFP Advisors first reported a position in RGC Resources in Q4 2015 and has held it in 16 quarters since.
  • IFP Advisors's RGC Resources position peaked at $344K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.