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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
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

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

Essential Partners's RM Position: Q2 2026 in Review

Essential Partners reduced its Regional Management Corp (RM) stake by 12% in Q2 2026, selling an estimated $257 and leaving 52 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Essential Partners first reported a position in RM in Q2 2025 and has held it in 5 quarters since. 124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • Essential Partners held 52 shares of Regional Management Corp worth $2.14K as of Q2 2026.
  • Essential Partners sold 7 Regional Management Corp shares in Q2 2026, an estimated $257.
  • Regional Management Corp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1948 holding.
  • Essential Partners first reported a position in Regional Management Corp in Q2 2025 and has held it in 5 quarters since.
  • 124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.