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Physician Wealth Advisors’s Resources Connection RGP Stock Holding History

Physician Wealth 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 		– Sell
-219
Closed -$1.1K – 2207
2025
Q4 		$1.1K Buy
+219
New +$1.04K ﹤0.01% 1557
2025
Q3 		– Sell
-182
Closed -$978 – 2028
2025
Q2 		$978 Buy
+182
New +$988 ﹤0.01% 1447

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

Physician Wealth Advisors's RGP Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Resources Connection (RGP) in Q1 2026, closing a stake of 219 shares — an estimated $1.1K sold.

Physician Wealth Advisors first reported a position in RGP in Q2 2025 and held it in 2 quarters. The position peaked at $1.1K in Q4 2025. 139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

  • Physician Wealth Advisors reported no remaining Resources Connection position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 219 Resources Connection shares in Q1 2026, an estimated $1.1K.
  • Physician Wealth Advisors first reported a position in Resources Connection in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Resources Connection position peaked at $1.1K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.