RFP
RM icon

Root Financial Partners’s Regional Management Corp RM Stock Holding History

Root Financial Partners’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
-16
Closed -$516 – 2571
2026
Q1 		$516 Buy
+16
New +$556 ﹤0.01% 2851

Other funds holding RM

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Root Financial Partners's RM Position: Q2 2026 in Review

Root Financial Partners sold out of Regional Management Corp (RM) in Q2 2026, closing a stake of 16 shares — an estimated $516 sold.

Root Financial Partners first reported a position in RM in Q1 2026 and held it in 1 quarter. The position peaked at $516 in Q1 2026. 16 funds tracked by Wall St. Rank hold RM as of Q2 2026.

  • Root Financial Partners reported no remaining Regional Management Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 16 Regional Management Corp shares in Q2 2026, an estimated $516.
  • Root Financial Partners first reported a position in Regional Management Corp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Regional Management Corp position peaked at $516 in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.