Advisory Services Network’s Regional Management Corp RM Stock Holding History

Advisory Services Network’s Portfolio RM Stock Details RM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,000	Closed	-$32.3K	–	4116
2026 Q1	$32.3K	Buy	+1,000	New	+$34.8K	﹤0.01%	2897
2025 Q4	–	Sell	-1,000	Closed	-$39K	–	3746
2025 Q3	$39K	Buy	+1,000	New	+$37.6K	﹤0.01%	2583
2024 Q1	–	Sell	-1,000	Closed	-$25.1K	–	3210
2023 Q4	$25.1K	Buy	+1,000	New	+$24.3K	﹤0.01%	2399
2023 Q2	–	Sell	-1,000	Closed	-$26.1K	–	3193
2023 Q1	$26.1K	Hold	1,000	–	–	﹤0.01%	2392
2022 Q4	$28.1K	Buy	+1,000	New	+$29.5K	﹤0.01%	2284

Other funds holding RM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Advisory Services Network's RM Position: Q2 2026 in Review

Advisory Services Network sold out of Regional Management Corp (RM) in Q2 2026, closing a stake of 1,000 shares — an estimated $32.3K sold.

Advisory Services Network first reported a position in RM in Q4 2022 and held it in 5 quarters. The position peaked at $39K in Q3 2025. 124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

Advisory Services Network reported no remaining Regional Management Corp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,000 Regional Management Corp shares in Q2 2026, an estimated $32.3K.
Advisory Services Network first reported a position in Regional Management Corp in Q4 2022 and held it in 5 quarters.
Advisory Services Network's Regional Management Corp position peaked at $39K in Q3 2025.
124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.