Institutional Ownership Regional Management Corp. (RM)
This table provides information about the institutional ownership of Regional Management Corp. (RM). We have compiled data on the 115 institutions that hold shares in the stock, with a total of 8.23 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
37
shares
|
$1,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
36
shares
|
$1,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
35
shares
|
$1,314
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32
shares
|
$1,202
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
20
shares
|
$751
0.0% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
18
shares
|
$676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
18
shares
|
$676
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
13
shares
|
$488
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12
shares
|
$450
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
12
shares
|
$450
0.0% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$338
0.0% of portfolio
|
Q1 2025
Reduced 94.51%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
6
shares
|
$225
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
6
shares
|
$225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3
shares
|
$112
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|