Arete Wealth Advisors’s Resources Connection RGP Stock Holding History

Arete Wealth Advisors’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	–	Sell	-49,726	Closed	-$251K	–	380
2025 Q4	$251K	Buy	49,726 +24,353	+96%	+$116K	0.02%	350
2025 Q3	$128K	Hold	25,373	–	–	0.01%	743
2025 Q2	$136K	Hold	25,373	–	–	0.01%	700
2025 Q1	$166K	Hold	25,373	–	–	0.01%	682
2024 Q4	$218K	Buy	25,373 +7,496	+42%	+$63.2K	0.02%	668
2024 Q3	$173K	Buy	17,877 +4,418	+33%	+$45.6K	0.01%	664
2024 Q2	$147K	Buy	+13,459	New	+$151K	0.01%	679

Other funds holding RGP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Circumference Group Little Rock, Arkansas $46M AUM 10.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Arete Wealth Advisors's RGP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Resources Connection (RGP) in Q1 2026, closing a stake of 49,726 shares — an estimated $251K sold.

Arete Wealth Advisors first reported a position in RGP in Q2 2024 and held it in 7 quarters. The position peaked at $251K in Q4 2025. 139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

Arete Wealth Advisors reported no remaining Resources Connection position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 49,726 Resources Connection shares in Q1 2026, an estimated $251K.
Arete Wealth Advisors first reported a position in Resources Connection in Q2 2024 and held it in 7 quarters.
Arete Wealth Advisors's Resources Connection position peaked at $251K in Q4 2025.
139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.