Post Resch Tallon Group’s Reaves Utility Income Fund UTG Stock Holding History

Post Resch Tallon 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	$205K	Buy	+5,025	New	+$210K	0.14%	123
2025 Q4	–	Sell	-5,125	Closed	-$203K	–	116
2025 Q3	$203K	Buy	+5,125	New	+$193K	0.18%	96

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

Post Resch Tallon Group's UTG Position: Q2 2026 in Review

Post Resch Tallon Group opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 5,025 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #123 among its holdings. This is a return to the name: Post Resch Tallon Group previously reported a position in UTG as recently as Q3 2025.

Post Resch Tallon Group first reported a position in UTG in Q3 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Post Resch Tallon Group held 5,025 shares of Reaves Utility Income Fund worth $205K as of Q2 2026.
Reaves Utility Income Fund was a new Post Resch Tallon Group position in Q2 2026.
Reaves Utility Income Fund made up 0.14% of Post Resch Tallon Group's portfolio in Q2 2026, its #123 holding.
Post Resch Tallon Group first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 2 quarters since.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.