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Wealth Preservation Advisors’s Resources Connection RGP Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-55
Closed -$205 – 757
2026
Q1 		$205 Buy
+55
New +$225 ﹤0.01% 881

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

Wealth Preservation Advisors's RGP Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Resources Connection (RGP) in Q2 2026, closing a stake of 55 shares — an estimated $205 sold.

Wealth Preservation Advisors first reported a position in RGP in Q1 2026 and held it in 1 quarter. The position peaked at $205 in Q1 2026. 135 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Resources Connection position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 55 Resources Connection shares in Q2 2026, an estimated $205.
  • Wealth Preservation Advisors first reported a position in Resources Connection in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Resources Connection position peaked at $205 in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.