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Advisor OS’s Resources Connection RGP Stock Holding History

Advisor OS’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$185K Buy
+49,512
New +$203K 0.01% 559

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Advisor OS's RGP Position: Q1 2026 in Review

Advisor OS opened a new position in Resources Connection (RGP) in Q1 2026: 49,512 shares worth $185K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings.

139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

  • Advisor OS held 49,512 shares of Resources Connection worth $185K as of Q1 2026.
  • Resources Connection was a new Advisor OS position in Q1 2026.
  • Resources Connection made up 0.01% of Advisor OS's portfolio in Q1 2026, its #559 holding.
  • 139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.