Jones Financial Companies
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Jones Financial Companies’s RGC Resources RGCO Stock Holding History

Jones Financial Companies’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 		$35.4K Hold
1,500
– – ﹤0.01% 3272
2026
Q1 		$31.8K Buy
+1,500
New +$32.4K ﹤0.01% 3122
2025
Q3 		– Sell
-265
Closed -$6.17K – 4351
2025
Q2 		$6.17K Buy
265
+3
+1% +$64 ﹤0.01% 3065
2025
Q1 		$5.41K Buy
262
+2
+0.8% +$41 ﹤0.01% 2934
2024
Q4 		$5.21K Buy
+260
New +$5.39K ﹤0.01% 2745

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
GAMCO Investors
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
Gabelli Funds
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
Prospera Financial Services
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Ancora Advisors
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

Jones Financial Companies's RGCO Position: Q2 2026 in Review

Jones Financial Companies held its RGC Resources (RGCO) position steady in Q2 2026 at 1,500 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

Jones Financial Companies first reported a position in RGCO in Q4 2024 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Jones Financial Companies held 1,500 shares of RGC Resources worth $35.4K as of Q2 2026.
  • Jones Financial Companies left its RGC Resources share count unchanged in Q2 2026.
  • RGC Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3272 holding.
  • Jones Financial Companies first reported a position in RGC Resources in Q4 2024 and has held it in 5 quarters since.
  • 99 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.