Back to UTG

Focus Financial Network, Inc. → UTG

Focus Financial Network, Inc. UTG Position History

Reaves Utility Income Fund • Utilities

Quarters held
4
Latest value
$585K
Q3 2026
Peak value
$624K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$480K
Q1 2026$557K
Q2 2026$624K
Q3 2026$585K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$585K17.0K——
Q2 2026$624K15.3K——
Q1 2026$557K14.2K——
Q4 2025$480K13.1K——

Other funds holding UTG

Other Focus Financial Network, Inc. positions

NVDA

NVIDIA CORPORATION

$364.2M
NVDA

NVIDIA CORPORATION

$319.9M
NVDA

NVIDIA CORPORATION

$303.7M
NVDA

NVIDIA CORPORATION

$282.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$157.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$155.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$147.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$137.8M
Focus Financial Network, Inc. UTG Holdings: 13F Position History | Track13F