EverSource Wealth Advisors’s Resources Connection RGP Stock Holding History

EverSource Wealth 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
2026 Q2	$5.7K	Buy	1,340 +337	+34%	+$1.42K	﹤0.01%	3222
2026 Q1	$3.74K	Buy	1,003 +227	+29%	+$929	﹤0.01%	3398
2025 Q4	$3.91K	Sell	776 -333	-30%	-$1.59K	﹤0.01%	3214
2025 Q3	$5.6K	Sell	1,109 -2,002	-64%	-$10.3K	﹤0.01%	3108
2025 Q2	$16.7K	Buy	3,111 +2,975	+2,188%	+$16.1K	﹤0.01%	2437
2025 Q1	$889	Sell	136 -872	-87%	-$6.77K	﹤0.01%	3272
2024 Q4	$8.6K	Buy	+1,008	New	+$8.49K	﹤0.01%	2077
2024 Q3	–	Sell	-134	Closed	-$1.6K	–	3103
2024 Q2	$1.6K	Buy	+134	New	+$1.51K	﹤0.01%	2619

Other funds holding RGP

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

Circumference Group Little Rock, Arkansas $46M AUM 10.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

EverSource Wealth Advisors's RGP Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Resources Connection (RGP) stake by 34% in Q2 2026, buying an estimated $1.42K and bringing the position to 1,340 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3222.

EverSource Wealth Advisors first reported a position in RGP in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.7K in Q2 2025. 135 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

EverSource Wealth Advisors held 1,340 shares of Resources Connection worth $5.7K as of Q2 2026.
EverSource Wealth Advisors bought 337 Resources Connection shares in Q2 2026, an estimated $1.42K.
Resources Connection made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3222 holding.
EverSource Wealth Advisors first reported a position in Resources Connection in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Resources Connection position peaked at $16.7K in Q2 2025.
135 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.