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
Q1 		$45 Hold
12
– – ﹤0.01% 1796
2025
Q4 		$60 Buy
+12
New +$57 ﹤0.01% 1521

Other funds holding RGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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

SHP Wealth Management's RGP Position: Q1 2026 in Review

SHP Wealth Management held its Resources Connection (RGP) position steady in Q1 2026 at 12 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

SHP Wealth Management first reported a position in RGP in Q4 2025 and has held it in 2 quarters since. The position peaked at $60 in Q4 2025. 139 funds tracked by Wall St. Rank hold RGP as of Q1 2026.

  • SHP Wealth Management held 12 shares of Resources Connection worth $45 as of Q1 2026.
  • SHP Wealth Management left its Resources Connection share count unchanged in Q1 2026.
  • Resources Connection made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1796 holding.
  • SHP Wealth Management first reported a position in Resources Connection in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Resources Connection position peaked at $60 in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Resources Connection as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.