Corient Private Wealth
RGP icon

Corient Private Wealth’s Resources Connection RGP Stock Holding History

Corient Private Wealth’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
-60,462
Closed -$305K – 2996
2025
Q4 		$305K Buy
60,462
+35,200
+139% +$168K ﹤0.01% 2491
2025
Q3 		$128K Buy
25,262
+5,409
+27% +$27.8K ﹤0.01% 2416
2025
Q2 		$107K Buy
+19,853
New +$108K ﹤0.01% 2317
2024
Q2 		– Sell
-17,091
Closed -$225K – 2377
2024
Q1 		$225K Buy
17,091
+4,346
+34% +$58K ﹤0.01% 2042
2023
Q4 		$181K Buy
12,745
+1,217
+11% +$17K ﹤0.01% 2095
2023
Q3 		$172K Buy
11,528
+512
+5% +$8.04K ﹤0.01% 1948
2023
Q2 		$173K Sell
11,016
-427
-4% -$6.64K ﹤0.01% 1897
2023
Q1 		$195K Buy
+11,443
New +$201K ﹤0.01% 1807

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
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

Corient Private Wealth's RGP Position: Q1 2026 in Review

Corient Private Wealth sold out of Resources Connection (RGP) in Q1 2026, closing a stake of 60,462 shares — an estimated $305K sold.

Corient Private Wealth first reported a position in RGP in Q1 2023 and held it in 8 quarters. The position peaked at $305K in Q4 2025. 139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

  • Corient Private Wealth reported no remaining Resources Connection position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 60,462 Resources Connection shares in Q1 2026, an estimated $305K.
  • Corient Private Wealth first reported a position in Resources Connection in Q1 2023 and held it in 8 quarters.
  • Corient Private Wealth's Resources Connection position peaked at $305K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.