Osbon Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Osbon Capital Management’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 Q1	$39K	Buy	+992	New	+$38.8K	0.03%	171

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osbon Capital Management's UTG Position: Q1 2026 in Review

Osbon Capital Management opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 992 shares worth $39K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings.

240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

Osbon Capital Management held 992 shares of Reaves Utility Income Fund worth $39K as of Q1 2026.
Reaves Utility Income Fund was a new Osbon Capital Management position in Q1 2026.
Reaves Utility Income Fund made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #171 holding.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.