True Wealth Design’s Regional Management Corp RM Stock Holding History

True Wealth Design’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	$248	Hold	6	–	–	﹤0.01%	2400
2026 Q1	$194	Hold	6	–	–	﹤0.01%	2340
2025 Q4	$233	Hold	6	–	–	﹤0.01%	2190
2025 Q3	$234	Buy	6 +1	+20%	+$38	﹤0.01%	2264
2025 Q2	$147	Hold	5	–	–	﹤0.01%	2150
2025 Q1	$151	Buy	+5	New	+$167	﹤0.01%	2061

Other funds holding RM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return