LPL Financial
RGCO icon

LPL Financial’s RGC Resources RGCO Stock Holding History

LPL Financial’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 		– Sell
-9,107
Closed -$218K – 6443
2026
Q2 		$218K Buy
+9,107
New +$210K ﹤0.01% 5702
2023
Q2 		– Sell
-15,009
Closed -$348K – 4665
2023
Q1 		$348K Sell
15,009
-3,711
-20% -$87.6K ﹤0.01% 3628
2022
Q4 		$413K Buy
18,720
+93
+0.5% +$2.07K ﹤0.01% 3424
2022
Q3 		$392K Buy
18,627
+98
+0.5% +$2.04K ﹤0.01% 3368
2022
Q2 		$353K Sell
18,529
-956
-5% -$19.5K ﹤0.01% 3492
2022
Q1 		$421K Sell
19,485
-1,215
-6% -$26.7K ﹤0.01% 3329
2021
Q4 		$476K Buy
20,700
+9,804
+90% +$218K ﹤0.01% 3321
2021
Q3 		$245K Buy
+10,896
New +$266K ﹤0.01% 3805
2020
Q1 		– Sell
-7,491
Closed -$214K – 3386
2019
Q4 		$214K Sell
7,491
-100
-1% -$2.9K ﹤0.01% 3049
2019
Q3 		$222K Sell
7,591
-500
-6% -$14.3K ﹤0.01% 2915
2019
Q2 		$247K Sell
8,091
-1,750
-18% -$47.4K ﹤0.01% 2862
2019
Q1 		$261K Sell
9,841
-350
-3% -$9.9K ﹤0.01% 2751
2018
Q4 		$305K Hold
10,191
– – ﹤0.01% 2449
2018
Q3 		$272K Buy
10,191
+400
+4% +$11.2K ﹤0.01% 2775
2018
Q2 		$286K Hold
9,791
– – ﹤0.01% 2691
2018
Q1 		$249K Buy
+9,791
New +$247K ﹤0.01% 2793

Other funds holding RGCO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.63B AUM 17.81% 1-Year Est. Return

LPL Financial's RGCO Position: Q3 2026 in Review

LPL Financial sold out of RGC Resources (RGCO) in Q3 2026, closing a stake of 9,107 shares — an estimated $218K sold.

LPL Financial first reported a position in RGCO in Q1 2018 and held it in 16 quarters. The position peaked at $476K in Q4 2021. 38 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

  • LPL Financial reported no remaining RGC Resources position as of Q3 2026 after selling out during the quarter.
  • LPL Financial sold 9,107 RGC Resources shares in Q3 2026, an estimated $218K.
  • LPL Financial first reported a position in RGC Resources in Q1 2018 and held it in 16 quarters.
  • LPL Financial's RGC Resources position peaked at $476K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.