Clearstead Advisors
RGP icon

Clearstead Advisors’s Resources Connection RGP Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-64
Closed -$324 – 3165
2025
Q3 		$324 Sell
64
-20
-24% -$103 ﹤0.01% 2794
2025
Q2 		$452 Buy
+84
New +$456 ﹤0.01% 2499

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $46M AUM 10.1% 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
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Clearstead Advisors's RGP Position: Q4 2025 in Review

Clearstead Advisors sold out of Resources Connection (RGP) in Q4 2025, closing a stake of 64 shares — an estimated $324 sold.

Clearstead Advisors first reported a position in RGP in Q2 2025 and held it in 2 quarters. The position peaked at $452 in Q2 2025. 142 funds tracked by Wall St. Rank hold RGP as of Q4 2025.

  • Clearstead Advisors reported no remaining Resources Connection position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 64 Resources Connection shares in Q4 2025, an estimated $324.
  • Clearstead Advisors first reported a position in Resources Connection in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Resources Connection position peaked at $452 in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Resources Connection as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.