Roble Belko & Company’s Reaves Utility Income Fund UTG Stock Holding History

Roble Belko & Company’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	$5K	Buy	126 +2	+2%	+$84	﹤0.01%	356
2026 Q1	$5K	Buy	124 +2	+2%	+$78	﹤0.01%	350
2025 Q4	$4K	Buy	122 +29	+31%	+$1.1K	﹤0.01%	367
2025 Q3	$4K	Buy	93 +21	+29%	+$792	﹤0.01%	332
2025 Q2	$3K	Buy	72 +1	+1%	+$33	﹤0.01%	327
2025 Q1	$2K	Buy	71 +1	+1%	+$33	﹤0.01%	336
2024 Q4	$2K	Buy	70 +53	+312%	+$1.74K	﹤0.01%	315
2024 Q3	$1K	Buy	+17	New	+$500	﹤0.01%	332

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

Roble Belko & Company's UTG Position: Q2 2026 in Review

Roble Belko & Company increased its Reaves Utility Income Fund (UTG) stake by 1.6% in Q2 2026, buying an estimated $84 and bringing the position to 126 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Roble Belko & Company first reported a position in UTG in Q3 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Roble Belko & Company held 126 shares of Reaves Utility Income Fund worth $5K as of Q2 2026.
Roble Belko & Company bought 2 Reaves Utility Income Fund shares in Q2 2026, an estimated $84.
Reaves Utility Income Fund made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #356 holding.
Roble Belko & Company first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.