IC
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IEQ Capital’s Resources Connection RGP Stock Holding History

IEQ Capital’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 		$88.8K Buy
23,808
+6,147
+35% +$25.2K ﹤0.01% 1806
2025
Q4 		$89K Sell
17,661
-12,424
-41% -$59.3K ﹤0.01% 1774
2025
Q3 		$152K Buy
30,085
+4,967
+20% +$25.5K ﹤0.01% 1723
2025
Q2 		$135K Sell
25,118
-4,758
-16% -$25.8K ﹤0.01% 1684
2025
Q1 		$195K Buy
29,876
+1,670
+6% +$13K ﹤0.01% 1389
2024
Q4 		$241K Buy
+28,206
New +$238K ﹤0.01% 1115
2024
Q2 		– Sell
-24,845
Closed -$327K – 1034
2024
Q1 		$327K Buy
+24,845
New +$332K ﹤0.01% 755

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