SVB Wealth’s RGC Resources RGCO Stock Holding History

SVB Wealth’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 Q2	–	Sell	-130	Closed	-$2.71K	–	1370
2025 Q1	$2.71K	Buy	+130	New	+$2.68K	﹤0.01%	1165

Other funds holding RGCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SVB Wealth's RGCO Position: Q2 2025 in Review

SVB Wealth sold out of RGC Resources (RGCO) in Q2 2025, closing a stake of 130 shares — an estimated $2.71K sold.

SVB Wealth first reported a position in RGCO in Q1 2025 and held it in 1 quarter. The position peaked at $2.71K in Q1 2025. 82 funds tracked by Wall St. Rank hold RGCO as of Q2 2025.

SVB Wealth reported no remaining RGC Resources position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 130 RGC Resources shares in Q2 2025, an estimated $2.71K.
SVB Wealth first reported a position in RGC Resources in Q1 2025 and held it in 1 quarter.
SVB Wealth's RGC Resources position peaked at $2.71K in Q1 2025.
82 funds tracked by Wall St. Rank held RGC Resources as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.