SEI Investments

SEI Investments’s Regional Management Corp RM Stock Holding History

SEI Investments’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	$5.07M	Buy	157,151 +85,040	+118%	+$2.96M	﹤0.01%	1522
2025 Q4	$2.79M	Buy	+72,111	New	+$2.79M	﹤0.01%	1679
2022 Q3	–	Sell	-26,308	Closed	-$969K	–	2720
2022 Q2	$969K	Buy	26,308 +990	+4%	+$43.8K	﹤0.01%	1844
2022 Q1	$1.22M	Buy	25,318 +8,350	+49%	+$423K	﹤0.01%	1746
2021 Q4	$967K	Buy	16,968 +11,604	+216%	+$663K	﹤0.01%	1861
2021 Q3	$307K	Buy	+5,364	New	+$296K	﹤0.01%	2298
2019 Q2	–	Sell	-1,038	Closed	-$25K	–	2696
2019 Q1	$25K	Buy	+1,038	New	+$27.6K	﹤0.01%	2723
2018 Q3	–	Sell	-18	Closed	-$1K	–	3241
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	3506
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	3346
2017 Q4	$0	Hold	18	–	–	﹤0.01%	3461
2017 Q3	$0	Hold	18	–	–	﹤0.01%	3362
2017 Q2	$0	Buy	+18	New	+$378	﹤0.01%	3249

Other funds holding RM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return

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

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

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