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Pinnacle Wealth Planning Services’s Resources Connection RGP Stock Holding History

Pinnacle Wealth Planning 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
Q2 		– Sell
-326
Closed -$1.22K – 2818
2026
Q1 		$1.22K Sell
326
-1,314
-80% -$5.38K ﹤0.01% 2525
2025
Q4 		$8.27K Buy
+1,640
New +$7.82K ﹤0.01% 2085
2021
Q1 		– Sell
-661
Closed -$8K – 1598
2020
Q4 		$8K Buy
+661
New +$7.94K ﹤0.01% 1478

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

Pinnacle Wealth Planning Services's RGP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Resources Connection (RGP) in Q2 2026, closing a stake of 326 shares — an estimated $1.22K sold.

Pinnacle Wealth Planning Services first reported a position in RGP in Q4 2020 and held it in 3 quarters. The position peaked at $8.27K in Q4 2025. 135 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Resources Connection position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 326 Resources Connection shares in Q2 2026, an estimated $1.22K.
  • Pinnacle Wealth Planning Services first reported a position in Resources Connection in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Resources Connection position peaked at $8.27K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.