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
Q2 		$226K Buy
53,260
+9,331
+21% +$39.2K ﹤0.01% 5670
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

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

LPL Financial's RGP Position: Q2 2026 in Review

LPL Financial increased its Resources Connection (RGP) stake by 21% in Q2 2026, buying an estimated $39.2K and bringing the position to 53,260 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #5670.

LPL Financial first reported a position in RGP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q2 2023. 134 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • LPL Financial held 53,260 shares of Resources Connection worth $226K as of Q2 2026.
  • LPL Financial bought 9,331 Resources Connection shares in Q2 2026, an estimated $39.2K.
  • Resources Connection made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5670 holding.
  • LPL Financial first reported a position in Resources Connection in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Resources Connection position peaked at $1.17M in Q2 2023.
  • 134 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.