As of the latest SEC filings, REGAN TOTAL RETURN INCOME FUND (RCIRX) is held by 1 institutional funds. The largest fund shareholder is Concorde Wealth Management Fund (CONWX), holding an estimated $451,637.71 in market value, representing 1.00% of its portfolio.
Funds holding REGAN TOTAL RETURN INCOME FUND (RCIRX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- RCIRX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CONWX
Concorde Wealth Management Fund
|
MF | Independent / Boutique | 1.00% | $451,637.71 | 47,441 | Mar 31, 2026 | May 27, 2026 |
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