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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jones Financial Companies's RGCO Position: Q1 2026 in Review

Jones Financial Companies opened a new position in RGC Resources (RGCO) in Q1 2026: 1,500 shares worth $31.8K. The stake represents ﹤0.01% of the portfolio and ranks #3122 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in RGCO as recently as Q2 2025.

Jones Financial Companies first reported a position in RGCO in Q4 2024 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold RGCO as of Q1 2026.

  • Jones Financial Companies held 1,500 shares of RGC Resources worth $31.8K as of Q1 2026.
  • RGC Resources was a new Jones Financial Companies position in Q1 2026.
  • RGC Resources made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3122 holding.
  • Jones Financial Companies first reported a position in RGC Resources in Q4 2024 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held RGC Resources as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.