IFP Advisors’s Resources Connection RGP Stock Holding History

IFP 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 Q1	$149	Sell	40 -54	-57%	-$221	﹤0.01%	4671
2025 Q4	$474	Buy	94 +93	+9,300%	+$444	﹤0.01%	4295
2025 Q3	$5	Buy	+1	New	+$5	﹤0.01%	4806
2025 Q2	–	Hold	0	–	–	–	4075
2025 Q1	–	Sell	-6	Closed	-$51	–	4576
2024 Q4	$51	Buy	+6	New	+$51	﹤0.01%	4254
2024 Q1	–	Sell	-300	Closed	-$4.25K	–	3219
2023 Q4	$4.25K	Hold	300	–	–	﹤0.01%	2475
2023 Q3	$4.47K	Hold	300	–	–	﹤0.01%	2554
2023 Q2	$4.71K	Hold	300	–	–	﹤0.01%	2568
2023 Q1	$5.07K	Sell	300 -27	-8%	-$474	﹤0.01%	2558
2022 Q4	$15K	Sell	327 -1	-0.3%	-$18	﹤0.01%	3121
2022 Q3	$15K	Buy	328 +28	+9%	+$561	﹤0.01%	3343
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	3816
2022 Q1	$5K	Buy	+300	New	+$5.16K	﹤0.01%	3816
2018 Q4	–	Sell	-174	Closed	-$3K	–	3811
2018 Q3	$3K	Hold	174	–	–	﹤0.01%	3440
2018 Q2	$3K	Hold	174	–	–	﹤0.01%	3501
2018 Q1	$3K	Hold	174	–	–	﹤0.01%	3401
2017 Q4	$3K	Hold	174	–	–	﹤0.01%	3451
2017 Q3	$2K	Buy	+174	New	+$2.27K	﹤0.01%	3782

Other funds holding RGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Circumference Group Little Rock, Arkansas $44.6M AUM 5.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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