Bollard Group’s Resources Connection RGP Stock Holding History

Bollard Group’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	$1K	Buy	181 +2	+1%	+$8	﹤0.01%	301
2025 Q4	$1K	Buy	179 +1	+0.6%	+$5	﹤0.01%	285
2025 Q3	$1K	Buy	178 +3	+2%	+$15	﹤0.01%	264
2025 Q2	$1K	Sell	175 -14,018	-99%	-$76.1K	﹤0.01%	285
2025 Q1	$93K	Sell	14,193 -5,505	-28%	-$42.7K	﹤0.01%	191
2024 Q4	$168K	Sell	19,698 -388	-2%	-$3.27K	﹤0.01%	167
2024 Q3	$195K	Buy	20,086 +14,319	+248%	+$148K	0.01%	173
2024 Q2	$64K	Buy	5,767 +5,220	+954%	+$58.7K	﹤0.01%	223
2024 Q1	$7K	Buy	547 +204	+59%	+$2.73K	﹤0.01%	269
2023 Q4	$5K	Buy	343 +3	+0.9%	+$42	﹤0.01%	278
2023 Q3	$5K	Buy	340 +3	+0.9%	+$47	﹤0.01%	299
2023 Q2	$5K	Buy	+337	New	+$5.24K	﹤0.01%	403

Other funds holding RGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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