RGC Resources Inc: which funds bought and sold
Institutions that bought and sold RGC Resources shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 45 institutions that filed 13F reports for both quarters added to or opened positions in RGC Resources, and 31 cut or closed them. Together they added a net 99K shares, +2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1,367 shares (−0.2%); index fund managers were net buyers of 40K shares (+3.1%). 10 opened a new position and 1 sold out entirely.
Bought, Q2 2026 45 institutions, 10 of them new holders Sold, Q2 2026 31 institutions, 1 of them sold out
Net change, all compared +99K shares (+2.5%)
Net change, active managers −1,367 shares (−0.2%), 4 bought, 5 sold
Buyers versus sellers
45 bought 23 31 sold
Active managers and hedge funds 4 bought · 5 sold · −1,367
Index fund managers 6 bought · 3 sold · +40K
Other institutions 35 bought · 23 sold · +60K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Raymond James Financial Inc | +74K New position | 74K | $1.8M |
| Ameriprise Financial Inc | +53K +12.9% | 463K | $11.1M |
| Geode Capital Management, LLC Index funds | +20K +10.3% | 218K | $5.2M |
| Oppenheimer Asset Management Inc. | +10K New position | 10K | $247,532 |
| Vanguard Portfolio Management LLC Index funds | +9,404 +19.6% | 57K | $1.4M |
| Cambridge Investment Research Advisors, Inc. | +9,272 +96.9% | 19K | $450,000 |
| LPL Financial LLC | +9,107 New position | 9,107 | $217,654 |
| AQR Capital Management LLC Hedge fund | +7,673 +76.2% | 18K | $424,085 |
| Focus Partners Wealth | +7,604 +60.3% | 20K | $482,876 |
| Northern Trust Corp Index funds | +6,586 +10.2% | 71K | $1.7M |
| Citadel Advisors LLC Hedge fund | +6,263 +66.4% | 16K | $375,111 |
| Deutsche Bank Ag\ | +5,866 +238.4% | 8,327 | $199,015 |
| Gabelli Funds LLC Active manager | +5,500 +2.4% | 236K | $5.6M |
| Bank Of New York Mellon Corp | +3,986 +5.9% | 72K | $1.7M |
| Citigroup Inc | +3,570 +922.5% | 3,957 | $94,573 |
| Charles Schwab Investment Management Inc Index funds | +3,210 +15.1% | 25K | $585,789 |
| Vanguard Capital Management LLC Index funds | +2,394 +0.7% | 361K | $8.6M |
| Morgan Stanley | +2,250 +7.9% | 31K | $732,750 |
| Fca Corp | +2,168 +5.1% | 45K | $1.1M |
| Dimensional Fund Advisors LP | +981 +0.8% | 128K | $3.1M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +7,673 +76.2% | 18K | $424,085 |
| Citadel Advisors LLC Hedge fund | +6,263 +66.4% | 16K | $375,111 |
| Gabelli Funds LLC Active manager | +5,500 +2.4% | 236K | $5.6M |
| FMR LLC Active manager | +87 +16.2% | 624 | $14,922 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| UBS Group AG | −49K −72.7% | 18K | $438,732 |
| Wells Fargo & Company | −35K −77.4% | 10K | $244,097 |
| Goldman Sachs Group Inc | −19K −67.5% | 9,206 | $220,023 |
| Russell Investments Group, Ltd. | −13K −4.7% | 258K | $6.2M |
| GAMCO Investors, Inc. Et Al Active manager | −8,500 −2.0% | 408K | $9.8M |
| Bridgeway Capital Management, LLC Active manager | −5,000 −19.2% | 21K | $504,290 |
| Boston Partners Active manager | −3,668 −23.8% | 12K | $281,230 |
| Prospera Financial Services Inc | −3,108 −1.6% | 190K | $4.5M |
| Renaissance Technologies LLC Hedge fund | −2,400 −5.2% | 43K | $1M |
| North Star Investment Management Corp. | −2,000 −2.2% | 90K | $2.2M |
| Cary Street Partners Financial LLC | −1,791 −6.1% | 27K | $655,242 |
| Blackrock, Inc. Index funds | −1,563 −0.4% | 427K | $10.2M |
| Squarepoint Ops LLC Hedge fund | −1,322 −13.1% | 8,793 | $210,153 |
| Tower Research Capital LLC (TRC) | −841 −42.8% | 1,122 | $26,816 |
| Burke & Herbert Bank & Trust Co | −600 −3.0% | 20K | $469,038 |
| Barclays PLC | −586 −28.7% | 1,455 | $34,775 |
| California State Teachers Retirement System | −332 −74.1% | 116 | $2,772 |
| Fifth Third Bancorp | −330 −73.2% | 121 | $2,887 |
| Envestnet Asset Management Inc | −317 −2.6% | 12K | $282,342 |
| Rhumbline Advisers Index funds | −263 −3.7% | 6,771 | $161,820 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| GAMCO Investors, Inc. Et Al Active manager | −8,500 −2.0% | 408K | $9.8M |
| Bridgeway Capital Management, LLC Active manager | −5,000 −19.2% | 21K | $504,290 |
| Boston Partners Active manager | −3,668 −23.8% | 12K | $281,230 |
| Renaissance Technologies LLC Hedge fund | −2,400 −5.2% | 43K | $1M |
| Squarepoint Ops LLC Hedge fund | −1,322 −13.1% | 8,793 | $210,153 |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Raymond James Financial Inc | 74K | $1.8M |
| Oppenheimer Asset Management Inc. | 10K | $247,532 |
| LPL Financial LLC | 9,107 | $217,654 |
| First Horizon Corp | 327 | $7,815 |
| Integrated Wealth Concepts LLC | 117 | $2,801 |
| Northwestern Mutual Wealth Management Co | 44 | $1,052 |
| Quarry LP | 30 | $717 |
| Rialto Wealth Management, LLC | 22 | $526 |
| Farther Finance Advisors, LLC | 8 | $191 |
| Fortitude Family Office, LLC | 1 | $24 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Mai Capital Management | 1 | $23 |
Who holds the shares
- Institutions reporting
- 99
- Ten largest holders
- 70.1% of 13F-reported shares
- Index fund managers
- 33.3% of 13F-reported shares
- Active managers and hedge funds
- 20.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 4 | 5 | 0 | 0 | −1,367 | −0.2% |
| Index fund managers | 6 | 3 | 0 | 0 | +40K | +3.1% |
| Other institutions | 35 | 23 | 10 | 1 | +60K | +3.3% |