Carson Wealth (CWM LLC)
RGP icon

Carson Wealth (CWM LLC)’s Resources Connection RGP Stock Holding History

Carson Wealth (CWM LLC)’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 		$69K Buy
18,509
+9,384
+103% +$38.4K ﹤0.01% 3562
2025
Q4 		$46K Sell
9,125
-6,231
-41% -$29.7K ﹤0.01% 3667
2025
Q3 		$78K Sell
15,356
-468
-3% -$2.4K ﹤0.01% 3174
2025
Q2 		$85K Buy
15,824
+581
+4% +$3.15K ﹤0.01% 2860
2025
Q1 		$100K Buy
15,243
+4,199
+38% +$32.6K ﹤0.01% 2428
2024
Q4 		$94K Buy
11,044
+8,303
+303% +$70K ﹤0.01% 2320
2024
Q3 		$27K Sell
2,741
-652
-19% -$6.74K ﹤0.01% 3185
2024
Q2 		$37K Buy
3,393
+3,048
+883% +$34.3K ﹤0.01% 2684
2024
Q1 		$5K Buy
345
+323
+1,468% +$4.31K ﹤0.01% 3685
2023
Q4 		$0 Sell
22
-450
-95% -$6.29K ﹤0.01% 4463
2023
Q3 		$7K Buy
472
+216
+84% +$3.39K ﹤0.01% 3322
2023
Q2 		$4K Sell
256
-109
-30% -$1.7K ﹤0.01% 3556
2023
Q1 		$6K Sell
365
-61
-14% -$1.07K ﹤0.01% 3234
2022
Q4 		$8K Sell
426
-40
-9% -$735 ﹤0.01% 2953
2022
Q3 		$8K Buy
466
+85
+22% +$1.7K ﹤0.01% 2841
2022
Q2 		$8K Buy
381
+15
+4% +$268 ﹤0.01% 2730
2022
Q1 		$6K Buy
366
+187
+104% +$3.21K ﹤0.01% 2778
2021
Q4 		$3K Buy
+179
New +$3.16K ﹤0.01% 3022

Other funds holding RGP

BlackRock
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
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s RGP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Resources Connection (RGP) stake by 103% in Q1 2026, buying an estimated $38.4K and bringing the position to 18,509 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Carson Wealth (CWM LLC) first reported a position in RGP in Q4 2021 and has held it in 18 quarters since. The position peaked at $100K in Q1 2025. 139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,509 shares of Resources Connection worth $69K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,384 Resources Connection shares in Q1 2026, an estimated $38.4K.
  • Resources Connection made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3562 holding.
  • Carson Wealth (CWM LLC) first reported a position in Resources Connection in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Resources Connection position peaked at $100K in Q1 2025.
  • 139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.