AF
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
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

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VCM
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TCM
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