Simplex Trading’s Regional Management Corp RM Stock Holding History

Simplex Trading’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
2025 Q1	–	Sell	-694	Closed	-$23K	–	9478
2024 Q4	$23K	Buy	+694	New	+$21.8K	﹤0.01%	6581
2023 Q4	–	Sell	-95	Closed	-$2K	–	9673
2023 Q3	$2K	Buy	+95	New	+$2.82K	﹤0.01%	8148
2022 Q1	–	Sell	-100	Closed	-$5K	–	11242
2021 Q4	$5K	Buy	+100	New	+$5.71K	﹤0.01%	9548
2021 Q1	–	Sell	-2,042	Closed	-$60K	–	9847
2020 Q4	$60K	Buy	2,042 +1,387	+212%	+$34.4K	﹤0.01%	5991
2020 Q3	$10K	Buy	+655	New	+$11.2K	﹤0.01%	6797
2019 Q2	–	Sell	-157	Closed	-$3K	–	7671
2019 Q1	$3K	Buy	+157	New	+$4.18K	﹤0.01%	6686
2018 Q4	–	Sell	-11	Closed	–	–	7678
2018 Q3	$0	Sell	11 -1,542	-99%	-$51.3K	﹤0.01%	7950
2018 Q2	$54K	Buy	+1,553	New	+$54.3K	﹤0.01%	4973
2015 Q2	–	Sell	-12,907	Closed	-$190K	–	5755
2015 Q1	$190K	Sell	12,907 -1,001	-7%	-$15.4K	0.02%	748
2014 Q4	$220K	Buy	+13,908	New	+$208K	0.03%	559

Other funds holding RM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Simplex Trading's RM Position: Q1 2025 in Review

Simplex Trading sold out of Regional Management Corp (RM) in Q1 2025, closing a stake of 694 shares — an estimated $23K sold.

Simplex Trading first reported a position in RM in Q4 2014 and held it in 10 quarters. The position peaked at $220K in Q4 2014. 106 funds tracked by Wall St. Rank hold RM as of Q1 2025.

Simplex Trading reported no remaining Regional Management Corp position as of Q1 2025 after selling out during the quarter.
Simplex Trading sold 694 Regional Management Corp shares in Q1 2025, an estimated $23K.
Simplex Trading first reported a position in Regional Management Corp in Q4 2014 and held it in 10 quarters.
Simplex Trading's Regional Management Corp position peaked at $220K in Q4 2014.
106 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.