Private Wealth Management Group’s Resources Connection RGP Stock Holding History

Private Wealth Management Group’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
2025 Q4	–	Sell	-892	Closed	-$4.5K	–	1524
2025 Q3	$4.5K	Buy	892 +427	+92%	+$2.19K	﹤0.01%	825
2025 Q2	$2.5K	Buy	+465	New	+$2.52K	﹤0.01%	1014
2025 Q1	–	Sell	-711	Closed	-$6.07K	–	1575
2024 Q4	$6.07K	Buy	+711	New	+$5.99K	﹤0.01%	666

Other funds holding RGP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Circumference Group Little Rock, Arkansas $46M AUM 10.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Private Wealth Management Group's RGP Position: Q4 2025 in Review

Private Wealth Management Group sold out of Resources Connection (RGP) in Q4 2025, closing a stake of 892 shares — an estimated $4.5K sold.

Private Wealth Management Group first reported a position in RGP in Q4 2024 and held it in 3 quarters. The position peaked at $6.07K in Q4 2024. 142 funds tracked by Wall St. Rank hold RGP as of Q4 2025.

Private Wealth Management Group reported no remaining Resources Connection position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 892 Resources Connection shares in Q4 2025, an estimated $4.5K.
Private Wealth Management Group first reported a position in Resources Connection in Q4 2024 and held it in 3 quarters.
Private Wealth Management Group's Resources Connection position peaked at $6.07K in Q4 2024.
142 funds tracked by Wall St. Rank held Resources Connection as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.