Williams & Novak’s Resources Connection RGP Stock Holding History

Williams & Novak’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 Q3	$130K	Sell	34,665 -3,695	-10%	-$15.6K	0.08%	125
2026 Q2	$163K	Sell	38,360 -170	-0.4%	-$714	0.11%	117
2026 Q1	$141K	Sell	38,530 -12,905	-25%	-$52.8K	0.11%	112
2025 Q4	$259K	Buy	51,435 +20,450	+66%	+$97.5K	0.2%	92
2025 Q3	$156K	Buy	+30,985	New	+$159K	0.12%	114

Other funds holding RGP

Peapod Lane Capital Bedford Hills, New York $134M AUM 63.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Williams & Novak's RGP Position: Q3 2026 in Review

Williams & Novak reduced its Resources Connection (RGP) stake by 9.6% in Q3 2026, selling an estimated $15.6K and leaving 34,665 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #125.

Williams & Novak first reported a position in RGP in Q3 2025 and has held it in 5 quarters since. The position peaked at $259K in Q4 2025. 10 funds tracked by Wall St. Rank hold RGP as of Q3 2026.

Williams & Novak held 34,665 shares of Resources Connection worth $130K as of Q3 2026.
Williams & Novak sold 3,695 Resources Connection shares in Q3 2026, an estimated $15.6K.
Resources Connection made up 0.08% of Williams & Novak's portfolio in Q3 2026, its #125 holding.
Williams & Novak first reported a position in Resources Connection in Q3 2025 and has held it in 5 quarters since.
Williams & Novak's Resources Connection position peaked at $259K in Q4 2025.
10 funds tracked by Wall St. Rank held Resources Connection as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.