LPL Financial
RGP icon

LPL Financial’s Resources Connection RGP Stock Holding History

LPL Financial’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 		$164K Buy
43,929
+12,977
+42% +$53.1K ﹤0.01% 5561
2025
Q4 		$156K Buy
30,952
+17,489
+130% +$83.4K ﹤0.01% 5519
2025
Q3 		$68K Sell
13,463
-5,654
-30% -$29K ﹤0.01% 5592
2025
Q2 		$103K Sell
19,117
-363
-2% -$1.97K ﹤0.01% 5261
2025
Q1 		$127K Sell
19,480
-29,282
-60% -$227K ﹤0.01% 4986
2024
Q4 		$416K Buy
48,762
+2,837
+6% +$23.9K ﹤0.01% 4253
2024
Q3 		$445K Buy
45,925
+9,320
+25% +$96.3K ﹤0.01% 4097
2024
Q2 		$404K Buy
36,605
+6,393
+21% +$71.9K ﹤0.01% 4040
2024
Q1 		$398K Buy
30,212
+5,819
+24% +$77.7K ﹤0.01% 3977
2023
Q4 		$346K Sell
24,393
-48,801
-67% -$683K ﹤0.01% 3983
2023
Q3 		$1.09M Sell
73,194
-1,056
-1% -$16.6K ﹤0.01% 2818
2023
Q2 		$1.17M Buy
74,250
+7,144
+11% +$111K ﹤0.01% 2719
2023
Q1 		$1.14M Buy
67,106
+5,782
+9% +$101K ﹤0.01% 2650
2022
Q4 		$1.13M Buy
61,324
+44,675
+268% +$821K ﹤0.01% 2556
2022
Q3 		$301K Buy
16,649
+1,295
+8% +$26K ﹤0.01% 3589
2022
Q2 		$313K Buy
+15,354
New +$274K ﹤0.01% 3591

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