CPG
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Cornerstone Planning Group’s Resources Connection RGP Stock Holding History

Cornerstone Planning 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
2025
Q4 		– Sell
-12
Closed -$804 – 1819
2025
Q3 		$804 Buy
+12
New +$62 ﹤0.01% 1366
2024
Q4 		– Sell
-110
Closed -$911 – 1477
2024
Q3 		$911 Sell
110
-58
-35% -$599 ﹤0.01% 956
2024
Q2 		$1.81K Buy
+168
New +$1.89K ﹤0.01% 797

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
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

Cornerstone Planning Group's RGP Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Resources Connection (RGP) in Q4 2025, closing a stake of 12 shares — an estimated $804 sold.

Cornerstone Planning Group first reported a position in RGP in Q2 2024 and held it in 3 quarters. The position peaked at $1.81K in Q2 2024. 142 funds tracked by Wall St. Rank hold RGP as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Resources Connection position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 12 Resources Connection shares in Q4 2025, an estimated $804.
  • Cornerstone Planning Group first reported a position in Resources Connection in Q2 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Resources Connection position peaked at $1.81K in Q2 2024.
  • 142 funds tracked by Wall St. Rank held Resources Connection as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.