Covestor’s Regional Management Corp RM Stock Holding History

Covestor’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	$7K	Buy	222 +11	+5%	+$383	﹤0.01%	1682
2025 Q4	$8K	Sell	211 -19	-8%	-$735	﹤0.01%	1729
2025 Q3	$9K	Buy	230 +178	+342%	+$6.7K	0.01%	1686
2025 Q2	$2K	Buy	52 +32	+160%	+$931	﹤0.01%	1883
2025 Q1	$1K	Sell	20 -17	-46%	-$569	﹤0.01%	2083
2024 Q4	$1K	Sell	37 -7	-16%	-$220	﹤0.01%	2118
2024 Q3	$1K	Buy	44 +12	+38%	+$371	﹤0.01%	2086
2024 Q2	$1K	Sell	32 -10	-24%	-$271	﹤0.01%	2108
2024 Q1	$1K	Sell	42 -7	-14%	-$169	﹤0.01%	2091
2023 Q4	$1K	Buy	49 +17	+53%	+$412	﹤0.01%	2026
2023 Q3	$1K	Sell	32 -55	-63%	-$1.63K	﹤0.01%	1986
2023 Q2	$3K	Sell	87 -106	-55%	-$2.91K	﹤0.01%	1774
2023 Q1	$5K	Buy	193 +10	+5%	+$310	﹤0.01%	1574
2022 Q4	$5K	Buy	183 +69	+61%	+$2.03K	﹤0.01%	1586
2022 Q3	$3K	Buy	+114	New	+$4.14K	﹤0.01%	1644

Other funds holding RM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return