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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
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

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

Williams & Novak's RGP Position: Q2 2026 in Review

Williams & Novak reduced its Resources Connection (RGP) stake by 0.44% in Q2 2026, selling an estimated $714 and leaving 38,360 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #117.

Williams & Novak first reported a position in RGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q4 2025. 135 funds tracked by Wall St. Rank hold RGP as of Q2 2026.

  • Williams & Novak held 38,360 shares of Resources Connection worth $163K as of Q2 2026.
  • Williams & Novak sold 170 Resources Connection shares in Q2 2026, an estimated $714.
  • Resources Connection made up 0.11% of Williams & Novak's portfolio in Q2 2026, its #117 holding.
  • Williams & Novak first reported a position in Resources Connection in Q3 2025 and has held it in 4 quarters since.
  • Williams & Novak's Resources Connection position peaked at $259K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Resources Connection as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.