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Integrated Wealth Concepts’s RGC Resources RGCO Stock Holding History

Integrated Wealth Concepts’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 		$2.8K Buy
+117
New +$2.69K ﹤0.01% 5242

Other funds holding RGCO

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Integrated Wealth Concepts's RGCO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in RGC Resources (RGCO) in Q2 2026: 117 shares worth $2.8K. The stake represents ﹤0.01% of the portfolio and ranks #5242 among its holdings.

100 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Integrated Wealth Concepts held 117 shares of RGC Resources worth $2.8K as of Q2 2026.
  • RGC Resources was a new Integrated Wealth Concepts position in Q2 2026.
  • RGC Resources made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5242 holding.
  • 100 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.