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Rothschild Investment LLC’s Regional Management Corp RM Stock Holding History

Rothschild Investment LLC’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 		$161 Sell
5
-5
-50% -$174 ﹤0.01% 3335
2025
Q4 		$388 Sell
10
-2
-17% -$77 ﹤0.01% 2989
2025
Q3 		$468 Sell
12
-8
-40% -$301 ﹤0.01% 2842
2025
Q2 		$584 Buy
20
+5
+33% +$145 ﹤0.01% 2692
2025
Q1 		$452 Buy
15
+10
+200% +$335 ﹤0.01% 2651
2024
Q4 		$170 Hold
5
– – ﹤0.01% 2824
2024
Q3 		$164 Hold
5
– – ﹤0.01% 2743
2024
Q2 		$144 Buy
+5
New +$135 ﹤0.01% 2590

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

Rothschild Investment LLC's RM Position: Q1 2026 in Review

Rothschild Investment LLC reduced its Regional Management Corp (RM) stake by 50% in Q1 2026, selling an estimated $174 and leaving 5 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #3335.

Rothschild Investment LLC first reported a position in RM in Q2 2024 and has held it in 8 quarters since. The position peaked at $584 in Q2 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • Rothschild Investment LLC held 5 shares of Regional Management Corp worth $161 as of Q1 2026.
  • Rothschild Investment LLC sold 5 Regional Management Corp shares in Q1 2026, an estimated $174.
  • Regional Management Corp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3335 holding.
  • Rothschild Investment LLC first reported a position in Regional Management Corp in Q2 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Regional Management Corp position peaked at $584 in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.