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Kestra Advisory Services’s Regional Management Corp RM Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,270
Closed -$49.2K – 4148
2025
Q4 		$49.2K Buy
+1,270
New +$49.2K ﹤0.01% 3952

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VCM
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LSV Asset Management
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TCM
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American Century Companies
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's RM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Regional Management Corp (RM) in Q1 2026, closing a stake of 1,270 shares — an estimated $49.2K sold.

Kestra Advisory Services first reported a position in RM in Q4 2025 and held it in 1 quarter. The position peaked at $49.2K in Q4 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • Kestra Advisory Services reported no remaining Regional Management Corp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,270 Regional Management Corp shares in Q1 2026, an estimated $49.2K.
  • Kestra Advisory Services first reported a position in Regional Management Corp in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Regional Management Corp position peaked at $49.2K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.