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Essential Partners’s Regional Management Corp RM Stock Holding History

Essential Partners’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
Q3 		$2.27K Buy
75
+23
+44% +$817 ﹤0.01% 1879
2026
Q2 		$2.14K Sell
52
-7
-12% -$257 ﹤0.01% 1948
2026
Q1 		$1.9K Buy
59
+6
+11% +$209 ﹤0.01% 2028
2025
Q4 		$2.05K Buy
53
+13
+33% +$503 ﹤0.01% 1788
2025
Q3 		$1.56K Buy
40
+7
+21% +$263 ﹤0.01% 1873
2025
Q2 		$964 Buy
+33
New +$960 ﹤0.01% 1527

Other funds holding RM

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's RM Position: Q3 2026 in Review

Essential Partners increased its Regional Management Corp (RM) stake by 44% in Q3 2026, buying an estimated $817 and bringing the position to 75 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Essential Partners first reported a position in RM in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold RM as of Q3 2026.

  • Essential Partners held 75 shares of Regional Management Corp worth $2.27K as of Q3 2026.
  • Essential Partners bought 23 Regional Management Corp shares in Q3 2026, an estimated $817.
  • Regional Management Corp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1879 holding.
  • Essential Partners first reported a position in Regional Management Corp in Q2 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.