Empowered Funds’s Regional Management Corp RM Stock Holding History

Empowered Funds’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	$1.96M	Buy	60,709 +5,365	+10%	+$187K	0.01%	1117
2025 Q4	$2.14M	Buy	55,344 +5,267	+11%	+$204K	0.04%	465
2025 Q3	$1.95M	Sell	50,077 -1,084	-2%	-$40.8K	0.02%	932
2025 Q2	$1.49M	Buy	51,161 +4,310	+9%	+$125K	0.02%	940
2025 Q1	$1.41M	Buy	46,851 +3,160	+7%	+$106K	0.02%	883
2024 Q4	$1.48M	Buy	43,691 +2,042	+5%	+$64K	0.02%	846
2024 Q3	$1.36M	Buy	41,649 +2,010	+5%	+$62.2K	0.02%	811
2024 Q2	$1.14M	Buy	39,639 +2,700	+7%	+$73.1K	0.02%	817
2024 Q1	$894K	Buy	36,939 +2,767	+8%	+$66.6K	0.02%	923
2023 Q4	$857K	Buy	34,172 +3,072	+10%	+$74.5K	0.02%	827
2023 Q3	$861K	Buy	31,100 +2,528	+9%	+$75.1K	0.03%	720
2023 Q2	$871K	Buy	+28,572	New	+$784K	0.03%	645

Other funds holding RM

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

FCM

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

BCM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCM

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

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

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

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

Empowered Funds's RM Position: Q1 2026 in Review

Empowered Funds increased its Regional Management Corp (RM) stake by 9.7% in Q1 2026, buying an estimated $187K and bringing the position to 60,709 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1117.

Empowered Funds first reported a position in RM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q4 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

Empowered Funds held 60,709 shares of Regional Management Corp worth $1.96M as of Q1 2026.
Empowered Funds bought 5,365 Regional Management Corp shares in Q1 2026, an estimated $187K.
Regional Management Corp made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1117 holding.
Empowered Funds first reported a position in Regional Management Corp in Q2 2023 and has held it in 12 quarters since.
Empowered Funds's Regional Management Corp position peaked at $2.14M in Q4 2025.
113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.