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Rothschild Investment LLC’s RGC Resources RGCO Stock Holding History

Rothschild Investment LLC’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 		$167 Buy
7
+3
+75% +$69 ﹤0.01% 3464
2026
Q1 		$88 Buy
4
+3
+300% +$65 ﹤0.01% 3411
2025
Q4 		$21 Buy
+1
New +$22 ﹤0.01% 3336

Other funds holding RGCO

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's RGCO Position: Q2 2026 in Review

Rothschild Investment LLC increased its RGC Resources (RGCO) stake by 75% in Q2 2026, buying an estimated $69 and bringing the position to 7 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #3464.

Rothschild Investment LLC first reported a position in RGCO in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold RGCO as of Q2 2026.

  • Rothschild Investment LLC held 7 shares of RGC Resources worth $167 as of Q2 2026.
  • Rothschild Investment LLC bought 3 RGC Resources shares in Q2 2026, an estimated $69.
  • RGC Resources made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3464 holding.
  • Rothschild Investment LLC first reported a position in RGC Resources in Q4 2025 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held RGC Resources as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.