EverSource Wealth Advisors’s Regional Management Corp RM Stock Holding History

EverSource Wealth Advisors’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	$1.73K	Buy	42 +13	+45%	+$477	﹤0.01%	3780
2026 Q1	$937	Sell	29 -3	-9%	-$104	﹤0.01%	3876
2025 Q4	$1.24K	Hold	32	–	–	﹤0.01%	3651
2025 Q3	$1.25K	Buy	32 +6	+23%	+$226	﹤0.01%	3691
2025 Q2	$760	Buy	26 +3	+13%	+$87	﹤0.01%	3797
2025 Q1	$692	Buy	23 +3	+15%	+$100	﹤0.01%	3349
2024 Q4	$680	Hold	20	–	–	﹤0.01%	3091
2024 Q3	$654	Hold	20	–	–	﹤0.01%	2810
2024 Q2	$654	Hold	20	–	–	﹤0.01%	2832
2024 Q1	$504	Buy	20 +1	+5%	+$24	﹤0.01%	2719
2023 Q4	$477	Sell	19 -74	-80%	-$1.79K	﹤0.01%	2534
2023 Q3	$2.57K	Buy	+93	New	+$2.76K	﹤0.01%	1938
2023 Q1	–	Sell	-299	Closed	-$8.4K	–	2506
2022 Q4	$8.4K	Buy	+299	New	+$8.81K	﹤0.01%	1398

Other funds holding RM

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's RM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Regional Management Corp (RM) stake by 45% in Q2 2026, buying an estimated $477 and bringing the position to 42 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3780.

EverSource Wealth Advisors first reported a position in RM in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.4K in Q4 2022. 17 funds tracked by Wall St. Rank hold RM as of Q2 2026.

EverSource Wealth Advisors held 42 shares of Regional Management Corp worth $1.73K as of Q2 2026.
EverSource Wealth Advisors bought 13 Regional Management Corp shares in Q2 2026, an estimated $477.
Regional Management Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3780 holding.
EverSource Wealth Advisors first reported a position in Regional Management Corp in Q4 2022 and has held it in 13 quarters since.
EverSource Wealth Advisors's Regional Management Corp position peaked at $8.4K in Q4 2022.
17 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.