SWM
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SHP Wealth Management’s Resources Connection RGP Stock Holding History

SHP Wealth Management’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 		$51 Hold
12
– – ﹤0.01% 1957
2026
Q1 		$45 Hold
12
– – ﹤0.01% 1796
2025
Q4 		$60 Buy
+12
New +$57 ﹤0.01% 1521

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

SHP Wealth Management's RGP Position: Q2 2026 in Review

SHP Wealth Management held its Resources Connection (RGP) position steady in Q2 2026 at 12 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

SHP Wealth Management first reported a position in RGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $60 in Q4 2025. 135 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • SHP Wealth Management held 12 shares of Resources Connection worth $51 as of Q2 2026.
  • SHP Wealth Management left its Resources Connection share count unchanged in Q2 2026.
  • Resources Connection made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1957 holding.
  • SHP Wealth Management first reported a position in Resources Connection in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Resources Connection position peaked at $60 in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.