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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
Q2 		$10K Buy
241
+19
+9% +$697 0.01% 1618
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
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

Covestor's RM Position: Q2 2026 in Review

Covestor increased its Regional Management Corp (RM) stake by 8.6% in Q2 2026, buying an estimated $697 and bringing the position to 241 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1618.

Covestor first reported a position in RM in Q3 2022 and has held it in 16 quarters since. 124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • Covestor held 241 shares of Regional Management Corp worth $10K as of Q2 2026.
  • Covestor bought 19 Regional Management Corp shares in Q2 2026, an estimated $697.
  • Regional Management Corp made up 0.01% of Covestor's portfolio in Q2 2026, its #1618 holding.
  • Covestor first reported a position in Regional Management Corp in Q3 2022 and has held it in 16 quarters since.
  • 124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.