Smartleaf Asset Management
RGCO icon

Smartleaf Asset Management’s RGC Resources RGCO Stock Holding History

Smartleaf Asset Management’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 		– Sell
-69
Closed -$1.64K – 3786
2026
Q2 		$1.64K Hold
69
– – ﹤0.01% 3001
2026
Q1 		$1.52K Hold
69
– – ﹤0.01% 3037
2025
Q4 		$1.48K Hold
69
– – ﹤0.01% 3076
2025
Q3 		$1.54K Hold
69
– – ﹤0.01% 2670
2025
Q2 		$1.61K Buy
+69
New +$1.47K ﹤0.01% 2388

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Dimensional Fund Advisors
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North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Burke & Herbert Bank & Trust
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 21.01% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Smartleaf Asset Management's RGCO Position: Q3 2026 in Review

Smartleaf Asset Management sold out of RGC Resources (RGCO) in Q3 2026, closing a stake of 69 shares — an estimated $1.64K sold.

Smartleaf Asset Management first reported a position in RGCO in Q2 2025 and held it in 5 quarters. The position peaked at $1.64K in Q2 2026. 44 funds tracked by Wall St. Rank hold RGCO as of Q3 2026.

  • Smartleaf Asset Management reported no remaining RGC Resources position as of Q3 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 69 RGC Resources shares in Q3 2026, an estimated $1.64K.
  • Smartleaf Asset Management first reported a position in RGC Resources in Q2 2025 and held it in 5 quarters.
  • Smartleaf Asset Management's RGC Resources position peaked at $1.64K in Q2 2026.
  • 44 funds tracked by Wall St. Rank held RGC Resources as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.