AE Wealth Management
RGP icon

AE Wealth Management’s Resources Connection RGP Stock Holding History

AE Wealth Management’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
Q2 		$160K Buy
37,745
+2,163
+6% +$9.09K ﹤0.01% 1779
2026
Q1 		$133K Buy
35,582
+4,391
+14% +$18K ﹤0.01% 1712
2025
Q4 		$157K Buy
31,191
+1,081
+4% +$5.16K ﹤0.01% 1575
2025
Q3 		$152K Sell
30,110
-11,878
-28% -$61K ﹤0.01% 1458
2025
Q2 		$225K Buy
41,988
+13,343
+47% +$72.4K ﹤0.01% 1247
2025
Q1 		$187K Buy
+28,645
New +$222K ﹤0.01% 1296

Other funds holding RGP

TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $46M AUM 10.1% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

AE Wealth Management's RGP Position: Q2 2026 in Review

AE Wealth Management increased its Resources Connection (RGP) stake by 6.1% in Q2 2026, buying an estimated $9.09K and bringing the position to 37,745 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

AE Wealth Management first reported a position in RGP in Q1 2025 and has held it in 6 quarters since. The position peaked at $225K in Q2 2025. 135 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • AE Wealth Management held 37,745 shares of Resources Connection worth $160K as of Q2 2026.
  • AE Wealth Management bought 2,163 Resources Connection shares in Q2 2026, an estimated $9.09K.
  • Resources Connection made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1779 holding.
  • AE Wealth Management first reported a position in Resources Connection in Q1 2025 and has held it in 6 quarters since.
  • AE Wealth Management's Resources Connection position peaked at $225K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.