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IFP Advisors’s Regional Management Corp RM Stock Holding History

IFP 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
Q1 		$968 Sell
30
-22
-42% -$765 ﹤0.01% 4229
2025
Q4 		$2.02K Buy
52
+23
+79% +$890 ﹤0.01% 3836
2025
Q3 		$1.13K Buy
29
+16
+123% +$602 ﹤0.01% 3910
2025
Q2 		$1.26K Buy
+13
New +$378 ﹤0.01% 4127
2021
Q1 		– Sell
-70
Closed -$2.28K – 3193
2020
Q4 		$2K Buy
+70
New +$1.74K ﹤0.01% 2649

Other funds holding RM

BlackRock
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
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
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return