Prospera Financial Services Inc RGCO RGC RES INC

Ownership history in Prospera Financial Services Inc  ·  4 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported RGC RES INC (RGCO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows RGCO at 0.07% 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.

What this RGCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc's position in RGC RES INC, 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 Q1

RGCO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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 Prospera Financial Services 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 192,959 +16,522 +9.4% 0.07% $4.3M 2026-04-14 $22.77
2025 Q4 ADDED 176,437 +6,423 +3.8% 0.06% $3.8M 2026-02-09 $21.48
2025 Q3 ADDED 170,014 +11,674 +7.4% 0.07% $3.8M 2025-11-06 $20.54
2025 Q2 INITIATED 158,340 0.07% $3.5M 2025-08-06 $20.76

FAQ About Prospera Financial Services 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 Prospera Financial Services Inc reported owning RGCO?

Prospera Financial Services Inc reported RGCO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported RGCO position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for RGCO was 0.07% in 2026 Q1.

What is the latest reported RGCO position on this page?

The most recent filing on this page is 2026 Q1, when Prospera Financial Services Inc reported 192,959 shares, equal to 0.07% of portfolio, with an estimated market value of $4.3M.

What does the chart on this RGCO ownership page compare?

The chart compares Prospera Financial Services 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 Prospera Financial Services Inc time their RGCO position?

Based on 13F filing dates vs. subsequent RGCO price moves, Prospera Financial Services Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on RGCO relative to SPY over the holding period was -1.3%.

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