West Branch Capital’s Reaves Utility Income Fund UTG Stock Holding History

West Branch Capital’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 Q2	$35.1K	Buy	862 +9	+1%	+$376	0.01%	156
2026 Q1	$33.5K	Buy	853 +10	+1%	+$391	0.01%	152
2025 Q4	$30.8K	Buy	843 +3	+0.4%	+$114	0.01%	161
2025 Q3	$33.3K	Buy	840 +10	+1%	+$377	0.01%	167
2025 Q2	$30K	Buy	830 +10	+1%	+$334	0.01%	176
2025 Q1	$26.7K	Buy	820 +11	+1%	+$362	0.01%	195
2024 Q4	$25.6K	Buy	809 +11	+1%	+$362	0.01%	202
2024 Q3	$26.2K	Buy	798 +11	+1%	+$324	0.01%	202
2024 Q2	$21.5K	Buy	787 +12	+2%	+$327	0.01%	216
2024 Q1	$20.9K	Buy	775 +12	+2%	+$317	0.01%	224
2023 Q4	$20.4K	Buy	763 +12	+2%	+$307	0.01%	220
2023 Q3	$18.5K	Buy	751 +12	+2%	+$322	0.01%	232
2023 Q2	$20.3K	Sell	739 -3,158	-81%	-$88.4K	0.01%	229
2023 Q1	$111K	Buy	3,897 +73	+2%	+$2.1K	0.06%	111
2022 Q4	$108K	Buy	3,824 +68	+2%	+$1.91K	0.07%	118
2022 Q3	$102K	Buy	3,756 +55	+1%	+$1.74K	0.06%	112
2022 Q2	$115K	Buy	3,701 +52	+1%	+$1.72K	0.07%	107
2022 Q1	$126K	Buy	3,649 +50	+1%	+$1.66K	0.06%	113
2021 Q4	$126K	Buy	3,599 +48	+1%	+$1.62K	0.05%	125
2021 Q3	$116K	Buy	3,551 +46	+1%	+$1.62K	0.06%	122
2021 Q2	$120K	Buy	+3,505	New	+$121K	0.06%	125

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

West Branch Capital's UTG Position: Q2 2026 in Review

West Branch Capital increased its Reaves Utility Income Fund (UTG) stake by 1.1% in Q2 2026, buying an estimated $376 and bringing the position to 862 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #156.

West Branch Capital first reported a position in UTG in Q2 2021 and has held it in 21 quarters since. The position peaked at $126K in Q1 2022. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

West Branch Capital held 862 shares of Reaves Utility Income Fund worth $35.1K as of Q2 2026.
West Branch Capital bought 9 Reaves Utility Income Fund shares in Q2 2026, an estimated $376.
Reaves Utility Income Fund made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #156 holding.
West Branch Capital first reported a position in Reaves Utility Income Fund in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Reaves Utility Income Fund position peaked at $126K in Q1 2022.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.