First Trust Advisors’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $895K | Sell |
27,740
-266
| -0.9% | -$9.25K | ﹤0.01% | 2192 |
|
|
2025
Q4 | $1.09M | Buy |
28,006
+436
| +2% | +$16.9K | ﹤0.01% | 2111 |
|
|
2025
Q3 | $1.07M | Sell |
27,570
-1,627
| -6% | -$61.2K | ﹤0.01% | 2076 |
|
|
2025
Q2 | $853K | Buy |
29,197
+862
| +3% | +$25.1K | ﹤0.01% | 2116 |
|
|
2025
Q1 | $853K | Sell |
28,335
-974
| -3% | -$32.6K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $996K | Sell |
29,309
-3,144
| -10% | -$98.6K | ﹤0.01% | 2065 |
|
|
2024
Q3 | $1.06M | Buy |
32,453
+7,151
| +28% | +$221K | ﹤0.01% | 2011 |
|
|
2024
Q2 | $727K | Sell |
25,302
-59
| -0.2% | -$1.6K | ﹤0.01% | 2040 |
|
|
2024
Q1 | $614K | Buy |
25,361
+767
| +3% | +$18.5K | ﹤0.01% | 2106 |
|
|
2023
Q4 | $617K | Buy |
24,594
+579
| +2% | +$14K | ﹤0.01% | 2091 |
|
|
2023
Q3 | $665K | Buy |
+24,015
| New | +$714K | ﹤0.01% | 2085 |
|
|
2022
Q3 | – | Sell |
-13,421
| Closed | -$502K | – | 2590 |
|
|
2022
Q2 | $502K | Sell |
13,421
-712
| -5% | -$31.5K | ﹤0.01% | 2202 |
|
|
2022
Q1 | $686K | Sell |
14,133
-820
| -5% | -$41.5K | ﹤0.01% | 2168 |
|
|
2021
Q4 | $859K | Buy |
14,953
+1,344
| +10% | +$76.8K | ﹤0.01% | 2117 |
|
|
2021
Q3 | $792K | Buy |
+13,609
| New | +$750K | ﹤0.01% | 2117 |
|
|
2020
Q3 | – | Sell |
-18,156
| Closed | -$322K | – | 2454 |
|
|
2020
Q2 | $322K | Buy |
18,156
+825
| +5% | +$12.9K | ﹤0.01% | 2129 |
|
|
2020
Q1 | $237K | Sell |
17,331
-3,362
| -16% | -$82.8K | ﹤0.01% | 2146 |
|
|
2019
Q4 | $621K | Sell |
20,693
-405
| -2% | -$12.3K | ﹤0.01% | 2049 |
|
|
2019
Q3 | $594K | Buy |
21,098
+3,574
| +20% | +$95.6K | ﹤0.01% | 2058 |
|
|
2019
Q2 | $462K | Buy |
17,524
+135
| +0.8% | +$3.36K | ﹤0.01% | 2154 |
|
|
2019
Q1 | $425K | Buy |
17,389
+174
| +1% | +$4.63K | ﹤0.01% | 2188 |
|
|
2018
Q4 | $414K | Buy |
17,215
+2,710
| +19% | +$73.6K | ﹤0.01% | 2184 |
|
|
2018
Q3 | $418K | Buy |
14,505
+3,721
| +35% | +$124K | ﹤0.01% | 2254 |
|
|
2018
Q2 | $378K | Buy |
10,784
+1,775
| +20% | +$62.1K | ﹤0.01% | 2239 |
|
|
2018
Q1 | $287K | Buy |
9,009
+613
| +7% | +$18.1K | ﹤0.01% | 2174 |
|
|
2017
Q4 | $221K | Buy |
+8,396
| New | +$205K | ﹤0.01% | 2309 |
|
|
2017
Q1 | – | Sell |
-10,266
| Closed | -$270K | – | 2444 |
|
|
2016
Q4 | $270K | Buy |
+10,266
| New | +$244K | ﹤0.01% | 2300 |
|
|
2014
Q2 | – | Sell |
-8,434
| Closed | -$208K | – | 2280 |
|
|
2014
Q1 | $208K | Buy |
8,434
+346
| +4% | +$10.8K | ﹤0.01% | 2168 |
|
|
2013
Q4 | $274K | Sell |
8,088
-1,790
| -18% | -$58.5K | ﹤0.01% | 2076 |
|
|
2013
Q3 | $314K | Buy |
+9,878
| New | +$280K | ﹤0.01% | 2089 |
|
Other funds holding RM
FCM
BCM
VCM
TCM
First Trust Advisors's RM Position: Q1 2026 in Review
First Trust Advisors reduced its Regional Management Corp (RM) stake by 0.95% in Q1 2026, selling an estimated $9.25K and leaving 27,740 shares worth $895K. The position accounts for ﹤0.01% of the portfolio, ranked #2192.
First Trust Advisors first reported a position in RM in Q3 2013 and has held it in 30 quarters since. The position peaked at $1.09M in Q4 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.
- First Trust Advisors held 27,740 shares of Regional Management Corp worth $895K as of Q1 2026.
- First Trust Advisors sold 266 Regional Management Corp shares in Q1 2026, an estimated $9.25K.
- Regional Management Corp made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2192 holding.
- First Trust Advisors first reported a position in Regional Management Corp in Q3 2013 and has held it in 30 quarters since.
- First Trust Advisors's Regional Management Corp position peaked at $1.09M in Q4 2025.
- 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.