Principal Financial Group
RM icon

Principal Financial Group’s Regional Management Corp RM Stock Holding History

Principal Financial Group’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
2022
Q3 		– Sell
-5,811
Closed -$217K – 2557
2022
Q2 		$217K Sell
5,811
-2,563
-31% -$113K ﹤0.01% 2279
2022
Q1 		$407K Sell
8,374
-4,194
-33% -$212K ﹤0.01% 2168
2021
Q4 		$722K Buy
+12,568
New +$718K ﹤0.01% 2049
2020
Q4 		– Sell
-10,488
Closed -$175K – 2455
2020
Q3 		$175K Buy
+10,488
New +$180K ﹤0.01% 2224

Other funds holding RM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Principal Financial Group's RM Position: Q3 2022 in Review

Principal Financial Group sold out of Regional Management Corp (RM) in Q3 2022, closing a stake of 5,811 shares — an estimated $217K sold.

Principal Financial Group first reported a position in RM in Q3 2020 and held it in 4 quarters. The position peaked at $722K in Q4 2021. 79 funds tracked by Wall St. Rank hold RM as of Q3 2022.

  • Principal Financial Group reported no remaining Regional Management Corp position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 5,811 Regional Management Corp shares in Q3 2022, an estimated $217K.
  • Principal Financial Group first reported a position in Regional Management Corp in Q3 2020 and held it in 4 quarters.
  • Principal Financial Group's Regional Management Corp position peaked at $722K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.