Root Financial Partners’s RGC Resources RGCO Stock Holding History

Root Financial Partners’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 Q3	$213	Buy	+10	New	+$223	﹤0.01%	3489

Other funds holding RGCO

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Root Financial Partners's RGCO Position: Q3 2026 in Review

Root Financial Partners opened a new position in RGC Resources (RGCO) in Q3 2026: 10 shares worth $213. The stake represents ﹤0.01% of the portfolio and ranks #3489 among its holdings.

14 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

Root Financial Partners held 10 shares of RGC Resources worth $213 as of Q3 2026.
RGC Resources was a new Root Financial Partners position in Q3 2026.
RGC Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3489 holding.
14 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.