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Prospera Financial Services’s RGC Resources RGCO Stock Holding History

Prospera Financial Services’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 		$4.54M Sell
189,851
-3,108
-2% -$71.6K 0.07% 303
2026
Q1 		$4.25M Buy
192,959
+16,522
+9% +$357K 0.07% 296
2025
Q4 		$3.76M Buy
176,437
+6,423
+4% +$140K 0.06% 315
2025
Q3 		$3.82M Buy
170,014
+11,674
+7% +$256K 0.07% 312
2025
Q2 		$3.54M Buy
+158,340
New +$3.36M 0.07% 307

Other funds holding RGCO

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Prospera Financial Services's RGCO Position: Q2 2026 in Review

Prospera Financial Services reduced its RGC Resources (RGCO) stake by 1.6% in Q2 2026, selling an estimated $71.6K and leaving 189,851 shares worth $4.54M. The position accounts for 0.07% of the portfolio, ranked #303.

Prospera Financial Services first reported a position in RGCO in Q2 2025 and has held it in 5 quarters since. 23 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Prospera Financial Services held 189,851 shares of RGC Resources worth $4.54M as of Q2 2026.
  • Prospera Financial Services sold 3,108 RGC Resources shares in Q2 2026, an estimated $71.6K.
  • RGC Resources made up 0.07% of Prospera Financial Services's portfolio in Q2 2026, its #303 holding.
  • Prospera Financial Services first reported a position in RGC Resources in Q2 2025 and has held it in 5 quarters since.
  • 23 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.