Triumph Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Triumph Capital Management’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 Q3	$490K	Buy	14,265 +869	+6%	+$33.4K	0.09%	229
2026 Q2	$545K	Sell	13,396 -278	-2%	-$11.6K	0.1%	203
2026 Q1	$537K	Buy	13,674 +4,765	+53%	+$186K	0.11%	179
2025 Q4	$326K	Buy	8,909 +510	+6%	+$19.4K	0.07%	242
2025 Q3	$333K	Buy	8,399 +417	+5%	+$15.7K	0.09%	229
2025 Q2	$289K	Sell	7,982 -680	-8%	-$22.7K	0.09%	230
2025 Q1	$282K	Buy	8,662 +717	+9%	+$23.6K	0.09%	222
2024 Q4	$252K	Buy	7,945 +340	+4%	+$11.2K	0.09%	235
2024 Q3	$250K	Buy	+7,605	New	+$224K	0.09%	232

Other funds holding UTG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Triumph Capital Management's UTG Position: Q3 2026 in Review

Triumph Capital Management increased its Reaves Utility Income Fund (UTG) stake by 6.5% in Q3 2026, buying an estimated $33.4K and bringing the position to 14,265 shares worth $490K. The position accounts for 0.09% of the portfolio, ranked #229.

Triumph Capital Management first reported a position in UTG in Q3 2024 and has held it in 9 quarters since. The position peaked at $545K in Q2 2026. 141 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Triumph Capital Management held 14,265 shares of Reaves Utility Income Fund worth $490K as of Q3 2026.
Triumph Capital Management bought 869 Reaves Utility Income Fund shares in Q3 2026, an estimated $33.4K.
Reaves Utility Income Fund made up 0.09% of Triumph Capital Management's portfolio in Q3 2026, its #229 holding.
Triumph Capital Management first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 9 quarters since.
Triumph Capital Management's Reaves Utility Income Fund position peaked at $545K in Q2 2026.
141 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.