Osaic Holdings
RM icon

Osaic Holdings’s Regional Management Corp RM Stock Holding History

Osaic Holdings’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 		$6.9K Sell
214
-107
-33% -$3.72K ﹤0.01% 6509
2025
Q4 		$12.5K Sell
321
-1
-0.3% -$39 ﹤0.01% 6199
2025
Q3 		$13.4K Buy
322
+59
+22% +$2.22K ﹤0.01% 6186
2025
Q2 		$7.7K Sell
263
-100
-28% -$2.91K ﹤0.01% 6313
2025
Q1 		$10.9K Buy
363
+101
+39% +$3.38K ﹤0.01% 5735
2024
Q4 		$8.89K Sell
262
-3
-1% -$94 ﹤0.01% 5870
2024
Q3 		$8.66K Buy
265
+5
+2% +$155 ﹤0.01% 5904
2024
Q2 		$7.46K Buy
260
+110
+73% +$2.98K ﹤0.01% 5960
2024
Q1 		$3.63K Hold
150
– – ﹤0.01% 6228
2023
Q4 		$3.76K Hold
150
– – ﹤0.01% 6278
2023
Q3 		$4.15K Sell
150
-2,369
-94% -$70.4K ﹤0.01% 6354
2023
Q2 		$79K Sell
2,519
-150
-6% -$4.12K ﹤0.01% 4621
2023
Q1 		$69.2K Sell
2,669
-101
-4% -$3.13K ﹤0.01% 4737
2022
Q4 		$77K Sell
2,770
-78
-3% -$2.3K ﹤0.01% 4638
2022
Q3 		$80K Sell
2,848
-2,093
-42% -$76.1K ﹤0.01% 4551
2022
Q2 		$193K Hold
4,941
– – ﹤0.01% 3832
2022
Q1 		$2.9M Buy
4,941
+400
+9% +$20.2K 0.01% 1626
2021
Q4 		$261K Buy
4,541
+509
+13% +$29.1K ﹤0.01% 3709
2021
Q3 		$231K Buy
4,032
+2,858
+243% +$158K ﹤0.01% 3774
2021
Q2 		$55K Buy
+1,174
New +$50.8K ﹤0.01% 4975
2020
Q3 		– Sell
-2
Closed – – 6377
2020
Q2 		$0 Buy
+2
New +$31 ﹤0.01% 6288

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings's RM Position: Q1 2026 in Review

Osaic Holdings reduced its Regional Management Corp (RM) stake by 33% in Q1 2026, selling an estimated $3.72K and leaving 214 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6509.

Osaic Holdings first reported a position in RM in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.9M in Q1 2022. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • Osaic Holdings held 214 shares of Regional Management Corp worth $6.9K as of Q1 2026.
  • Osaic Holdings sold 107 Regional Management Corp shares in Q1 2026, an estimated $3.72K.
  • Regional Management Corp made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6509 holding.
  • Osaic Holdings first reported a position in Regional Management Corp in Q2 2020 and has held it in 21 quarters since.
  • Osaic Holdings's Regional Management Corp position peaked at $2.9M in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.