Position in UTG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$203,600
New position
Shares Held
5,000
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#190
of 264 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Foster Group, Inc. holds $2,328,482 across 2 Asset Management names. UTG ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
19,715 | $2,124,882 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
5,000 | $203,600 |
All Filings in UTG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,600 | 5,000 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||