Larson Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Larson Financial Group’s Portfolio UTG Stock Details UTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.8K	Hold	1,420	–	–	﹤0.01%	1460
2026 Q1	$55.8K	Sell	1,420 -22	-2%	-$860	﹤0.01%	1302
2025 Q4	$52.7K	Hold	1,442	–	–	﹤0.01%	1201
2025 Q3	$57.1K	Hold	1,442	–	–	﹤0.01%	1105
2025 Q2	$52.2K	Hold	1,442	–	–	﹤0.01%	1054
2025 Q1	$46.9K	Buy	1,442 +222	+18%	+$7.3K	﹤0.01%	1049
2024 Q4	$38.7K	Buy	1,220 +995	+442%	+$32.7K	﹤0.01%	978
2024 Q3	$7.38K	Hold	225	–	–	﹤0.01%	1588
2024 Q2	$6.15K	Hold	225	–	–	﹤0.01%	1394
2024 Q1	$6.07K	Buy	+225	New	+$5.94K	﹤0.01%	1153
2019 Q2	–	Sell	-4	Closed	–	–	572
2019 Q1	$0	Hold	4	–	–	﹤0.01%	545
2018 Q4	$0	Buy	+4	New	+$122	﹤0.01%	516

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Larson Financial Group's UTG Position: Q2 2026 in Review

Larson Financial Group held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 1,420 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

Larson Financial Group first reported a position in UTG in Q4 2018 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Larson Financial Group held 1,420 shares of Reaves Utility Income Fund worth $57.8K as of Q2 2026.
Larson Financial Group left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1460 holding.
Larson Financial Group first reported a position in Reaves Utility Income Fund in Q4 2018 and has held it in 12 quarters since.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

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