Integrated Wealth Concepts’s Regional Management Corp RM Stock Holding History

Integrated Wealth Concepts’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	$5.48K	Buy	+133	New	+$4.88K	﹤0.01%	4925

Other funds holding RM

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's RM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Regional Management Corp (RM) in Q2 2026: 133 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #4925 among its holdings.

124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

Integrated Wealth Concepts held 133 shares of Regional Management Corp worth $5.48K as of Q2 2026.
Regional Management Corp was a new Integrated Wealth Concepts position in Q2 2026.
Regional Management Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4925 holding.
124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.