Raymond James Financial
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Raymond James Financial’s RGC Resources RGCO Stock Holding History

Raymond James 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
2025
Q3 		– Sell
-291
Closed -$6.51K – 6379
2025
Q2 		$6.51K Buy
+291
New +$6.18K ﹤0.01% 6080

Other funds holding RGCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial's RGCO Position: Q3 2025 in Review

Raymond James Financial sold out of RGC Resources (RGCO) in Q3 2025, closing a stake of 291 shares — an estimated $6.51K sold.

Raymond James Financial first reported a position in RGCO in Q2 2025 and held it in 1 quarter. The position peaked at $6.51K in Q2 2025. 88 funds tracked by Wall St. Rank hold RGCO as of Q3 2025.

  • Raymond James Financial reported no remaining RGC Resources position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 291 RGC Resources shares in Q3 2025, an estimated $6.51K.
  • Raymond James Financial first reported a position in RGC Resources in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's RGC Resources position peaked at $6.51K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held RGC Resources as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.