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
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% -$9.89K ﹤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

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

LPL Financial's RGCO Position: Q2 2026 in Review

LPL Financial opened a new position in RGC Resources (RGCO) in Q2 2026: 9,107 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #5702 among its holdings. This is a return to the name: LPL Financial previously reported a position in RGCO as recently as Q1 2023.

LPL Financial first reported a position in RGCO in Q1 2018 and has held it in 16 quarters since. The position peaked at $476K in Q4 2021. 99 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • LPL Financial held 9,107 shares of RGC Resources worth $218K as of Q2 2026.
  • RGC Resources was a new LPL Financial position in Q2 2026.
  • RGC Resources made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5702 holding.
  • LPL Financial first reported a position in RGC Resources in Q1 2018 and has held it in 16 quarters since.
  • LPL Financial's RGC Resources position peaked at $476K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.