Position in UTG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$39,457
+$1,395 QoQ
Shares Held
969
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#227
of 265 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Paladin Partners, LLC holds $2,370,920 across 6 Asset Management names. UTG ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,975 | $1,899,081 | |
| 2 | PFG |
Principal Financial Group Inc
|
2,490 | $268,372 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
5,930 | $119,370 | |
| 4 | UTG |
Reaves Utility Income Fund
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|
969 | $39,457 | |
| 5 | PFO |
Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
|
3,271 | $30,224 | |
| 6 | STT |
State Street Corp
|
85 | $14,416 |
All Filings in UTG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,457 | 969 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $38,062 | 969 | Shares | Sole | 2026-06-25 | |
| 2025-12-31 | $35,446 | 969 | Shares | Sole | 2026-06-25 | |
| No filing history on record for this holder in this stock. | ||||||