PRTG
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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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 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. 115 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.
  • 115 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.