Creative Planning
RM icon

Creative Planning’s Regional Management Corp RM Stock Holding History

Creative Planning’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 		$1.97M Buy
47,827
+36,102
+308% +$1.32M ﹤0.01% 2097
2026
Q1 		$378K Buy
11,725
+5,741
+96% +$200K ﹤0.01% 3242
2025
Q4 		$232K Buy
5,984
+282
+5% +$10.9K ﹤0.01% 3435
2025
Q3 		$222K Buy
+5,702
New +$215K ﹤0.01% 3384

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

Creative Planning's RM Position: Q2 2026 in Review

Creative Planning increased its Regional Management Corp (RM) stake by 308% in Q2 2026, buying an estimated $1.32M and bringing the position to 47,827 shares worth $1.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Creative Planning first reported a position in RM in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • Creative Planning held 47,827 shares of Regional Management Corp worth $1.97M as of Q2 2026.
  • Creative Planning bought 36,102 Regional Management Corp shares in Q2 2026, an estimated $1.32M.
  • Regional Management Corp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2097 holding.
  • Creative Planning first reported a position in Regional Management Corp in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.