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 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 New York $6.73T AUM 46.02% 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace's RM Position: Q1 2026 in Review

Marshall Wace opened a new position in Regional Management Corp (RM) in Q1 2026: 11,640 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #2577 among its holdings. This is a return to the name: Marshall Wace previously reported a position in RM as recently as Q3 2025.

Marshall Wace first reported a position in RM in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2021. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

Marshall Wace held 11,640 shares of Regional Management Corp worth $375K as of Q1 2026.
Regional Management Corp was a new Marshall Wace position in Q1 2026.
Regional Management Corp made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2577 holding.
Marshall Wace first reported a position in Regional Management Corp in Q2 2019 and has held it in 9 quarters since.
Marshall Wace's Regional Management Corp position peaked at $1.93M in Q2 2021.
113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.