Mackenzie Financial
RGP icon

Mackenzie Financial’s Resources Connection RGP Stock Holding History

Mackenzie 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 		– Sell
-21,134
Closed -$108K – 1701
2025
Q4 		$108K Hold
21,134
– – ﹤0.01% 1594
2025
Q3 		$107K Buy
21,134
+3,607
+21% +$18.5K ﹤0.01% 1627
2025
Q2 		$94.1K Hold
17,527
– – ﹤0.01% 1621
2025
Q1 		$115K Hold
17,527
– – ﹤0.01% 1575
2024
Q4 		$150K Buy
17,527
+1,921
+12% +$16.2K ﹤0.01% 1601
2024
Q3 		$151K Hold
15,606
– – ﹤0.01% 1433
2024
Q2 		$172K Sell
15,606
-4,082
-21% -$45.9K ﹤0.01% 1368
2024
Q1 		$259K Buy
19,688
+2,646
+16% +$35.3K ﹤0.01% 1240
2023
Q4 		$241K Buy
17,042
+4,575
+37% +$64K ﹤0.01% 1248
2023
Q3 		$182K Sell
12,467
-1,315
-10% -$20.7K ﹤0.01% 1293
2023
Q2 		$220K Buy
13,782
+3,470
+34% +$54K ﹤0.01% 1301
2023
Q1 		$176K Sell
10,312
-3,440
-25% -$60.4K ﹤0.01% 1359
2022
Q4 		$253K Buy
+13,752
New +$253K ﹤0.01% 1148

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