Kestra Advisory Services
RGP icon

Kestra Advisory Services’s Resources Connection RGP Stock Holding History

Kestra Advisory Services’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
-9,455
Closed -$47.7K – 4142
2025
Q4 		$47.7K Sell
9,455
-1,410
-13% -$6.72K ﹤0.01% 3974
2025
Q3 		$54.9K Buy
+10,865
New +$55.8K ﹤0.01% 2854

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
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
CG
Circumference Group Little Rock, Arkansas $46M AUM 10.1% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Kestra Advisory Services's RGP Position: Q1 2026 in Review

Kestra Advisory Services sold out of Resources Connection (RGP) in Q1 2026, closing a stake of 9,455 shares — an estimated $47.7K sold.

Kestra Advisory Services first reported a position in RGP in Q3 2025 and held it in 2 quarters. The position peaked at $54.9K in Q3 2025. 139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

  • Kestra Advisory Services reported no remaining Resources Connection position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 9,455 Resources Connection shares in Q1 2026, an estimated $47.7K.
  • Kestra Advisory Services first reported a position in Resources Connection in Q3 2025 and held it in 2 quarters.
  • Kestra Advisory Services's Resources Connection position peaked at $54.9K in Q3 2025.
  • 139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.