Marshall Wace
RM icon

Marshall Wace’s Regional Management Corp RM Stock Holding History

Marshall Wace’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 		– Sell
-11,640
Closed -$375K – 3643
2026
Q1 		$375K Buy
+11,640
New +$405K ﹤0.01% 2577
2025
Q4 		– Sell
-7,435
Closed -$290K – 3404
2025
Q3 		$290K Buy
+7,435
New +$280K ﹤0.01% 2442
2025
Q2 		– Sell
-44,291
Closed -$1.33M – 3091
2025
Q1 		$1.33M Buy
44,291
+24,637
+125% +$825K ﹤0.01% 1657
2024
Q4 		$668K Buy
19,654
+5,171
+36% +$162K ﹤0.01% 1923
2024
Q3 		$474K Buy
14,483
+1,755
+14% +$54.3K ﹤0.01% 1938
2024
Q2 		$366K Buy
+12,728
New +$345K ﹤0.01% 2081
2022
Q4 		– Sell
-15,515
Closed -$435K – 3349
2022
Q3 		$435K Buy
+15,515
New +$564K ﹤0.01% 2790
2021
Q3 		– Sell
-41,530
Closed -$1.93M – 3364
2021
Q2 		$1.93M Buy
+41,530
New +$1.8M 0.01% 1456
2019
Q3 		– Sell
-39,271
Closed -$1.04M – 1897
2019
Q2 		$1.04M Buy
+39,271
New +$978K 0.01% 919

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

Marshall Wace's RM Position: Q2 2026 in Review

Marshall Wace sold out of Regional Management Corp (RM) in Q2 2026, closing a stake of 11,640 shares — an estimated $375K sold.

Marshall Wace first reported a position in RM in Q2 2019 and held it in 9 quarters. The position peaked at $1.93M in Q2 2021. 123 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • Marshall Wace reported no remaining Regional Management Corp position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 11,640 Regional Management Corp shares in Q2 2026, an estimated $375K.
  • Marshall Wace first reported a position in Regional Management Corp in Q2 2019 and held it in 9 quarters.
  • Marshall Wace's Regional Management Corp position peaked at $1.93M in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.