Cambridge Investment Research Advisors, Inc. RGCO — RGC

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  13 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported RGC (RGCO) in 13 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows RGCO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RGCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in RGC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RGCO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cambridge Investment Research Advisors, Inc. held RGCO — position size vs. price
% of Fund (quarterly)    RGCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 9,421 -149 -1.6% 0.00% $225 2026-07-30 $21.56
2026 Q1 REDUCED — — — 9,570 -426 -4.3% 0.00% $211 2026-04-30 $22.54
2025 Q4 ADDED — — — 9,996 +352 +3.6% 0.00% $213K 2026-02-05 $22.09
2025 Q3 REDUCED — — — 9,644 -331 -3.3% 0.00% $216K 2025-11-12 $20.70
2025 Q2 ADDED — — — 9,975 +77 +0.8% 0.00% $223K 2025-07-31 $19.40
2025 Q1 UNCHANGED — — — 9,898 — 0% 0.00% $207K 2025-04-22 $20.45
2024 Q3 ADDED — — — 9,898 +2,623 +36.1% 0.00% $223K 2024-10-28 $19.03
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RGCO

As of 2026 Q3 — sorted by position size

GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 3Y 0.0%

FAQ About Cambridge Investment Research Advisors, Inc. and RGCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning RGCO?

Cambridge Investment Research Advisors, Inc. reported RGCO across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported RGCO position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for RGCO was 0.00% in 2024 Q3.

What is the latest reported RGCO position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 9,421 shares, equal to 0.00% of portfolio, with an estimated market value of $225.

What does the chart on this RGCO ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly RGCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their RGCO position?

Based on 13F filing dates vs. subsequent RGCO price moves, Cambridge Investment Research Advisors, Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on RGCO relative to SPY over the holding period was -3.8%.

← Back to Cambridge Investment Research Advisors, Inc. Holdings