Allworth Financial
RM icon

Allworth Financial’s Regional Management Corp RM Stock Holding History

Allworth Financial’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 		$2.72K Buy
66
+33
+100% +$1.21K ﹤0.01% 4387
2026
Q1 		$1.06K Buy
33
+22
+200% +$765 ﹤0.01% 4556
2025
Q4 		$427 Buy
11
+8
+267% +$310 ﹤0.01% 4557
2025
Q3 		$117 Buy
3
+2
+200% +$75 ﹤0.01% 4663
2025
Q2 		$30 Sell
1
-19
-95% -$553 ﹤0.01% 4494
2025
Q1 		$671 Buy
+20
New +$669 ﹤0.01% 3604
2022
Q3 		– Sell
-69
Closed -$3K – 3043
2022
Q2 		$3K Buy
+69
New +$3.05K ﹤0.01% 1931

Other funds holding RM

BlackRock
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Allworth Financial's RM Position: Q2 2026 in Review

Allworth Financial increased its Regional Management Corp (RM) stake by 100% in Q2 2026, buying an estimated $1.21K and bringing the position to 66 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #4387.

Allworth Financial first reported a position in RM in Q2 2022 and has held it in 7 quarters since. The position peaked at $3K in Q2 2022. 123 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • Allworth Financial held 66 shares of Regional Management Corp worth $2.72K as of Q2 2026.
  • Allworth Financial bought 33 Regional Management Corp shares in Q2 2026, an estimated $1.21K.
  • Regional Management Corp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4387 holding.
  • Allworth Financial first reported a position in Regional Management Corp in Q2 2022 and has held it in 7 quarters since.
  • Allworth Financial's Regional Management Corp position peaked at $3K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.