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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
Q2 		$1.57K Buy
38
+8
+27% +$293 ﹤0.01% 4343
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 $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

IFP Advisors's RM Position: Q2 2026 in Review

IFP Advisors increased its Regional Management Corp (RM) stake by 27% in Q2 2026, buying an estimated $293 and bringing the position to 38 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #4343.

IFP Advisors first reported a position in RM in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.02K in Q4 2025. 124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • IFP Advisors held 38 shares of Regional Management Corp worth $1.57K as of Q2 2026.
  • IFP Advisors bought 8 Regional Management Corp shares in Q2 2026, an estimated $293.
  • Regional Management Corp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4343 holding.
  • IFP Advisors first reported a position in Regional Management Corp in Q4 2020 and has held it in 6 quarters since.
  • IFP Advisors's Regional Management Corp position peaked at $2.02K in Q4 2025.
  • 124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.