Atria Investments’s Resources Connection RGP Stock Holding History

Atria Investments’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 Q3	$152K	Buy	40,496 +14,712	+57%	+$62.3K	﹤0.01%	2100
2026 Q2	$110K	Buy	25,784 +6,839	+36%	+$28.7K	﹤0.01%	2088
2026 Q1	$70.7K	Sell	18,945 -1,022	-5%	-$4.18K	﹤0.01%	2016
2025 Q4	$101K	Buy	19,967 +9,737	+95%	+$46.4K	﹤0.01%	2004
2025 Q3	$51.7K	Sell	10,230 -2,740	-21%	-$14.1K	﹤0.01%	2001
2025 Q2	$69.6K	Sell	12,970 -8,465	-39%	-$45.9K	﹤0.01%	1973
2025 Q1	$140K	Buy	21,435 +56	+0.3%	+$435	﹤0.01%	1857
2024 Q4	$182K	Buy	21,379 +3,656	+21%	+$30.8K	﹤0.01%	1796
2024 Q3	$172K	Buy	17,723 +1,547	+10%	+$16K	﹤0.01%	1842
2024 Q2	$179K	Buy	+16,176	New	+$182K	﹤0.01%	1834

Other funds holding RGP

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments's RGP Position: Q3 2026 in Review

Atria Investments increased its Resources Connection (RGP) stake by 57% in Q3 2026, buying an estimated $62.3K and bringing the position to 40,496 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Atria Investments first reported a position in RGP in Q2 2024 and has held it in 10 quarters since. The position peaked at $182K in Q4 2024. 6 funds tracked by Wall St. Rank hold RGP as of Q3 2026.

Atria Investments held 40,496 shares of Resources Connection worth $152K as of Q3 2026.
Atria Investments bought 14,712 Resources Connection shares in Q3 2026, an estimated $62.3K.
Resources Connection made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #2100 holding.
Atria Investments first reported a position in Resources Connection in Q2 2024 and has held it in 10 quarters since.
Atria Investments's Resources Connection position peaked at $182K in Q4 2024.
6 funds tracked by Wall St. Rank held Resources Connection as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.