TWD
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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
Q3 		$1.21K Buy
40
+34
+567% +$1.21K ﹤0.01% 1878
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

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

True Wealth Design's RM Position: Q3 2026 in Review

True Wealth Design increased its Regional Management Corp (RM) stake by 567% in Q3 2026, buying an estimated $1.21K and bringing the position to 40 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1878.

True Wealth Design first reported a position in RM in Q1 2025 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold RM as of Q3 2026.

  • True Wealth Design held 40 shares of Regional Management Corp worth $1.21K as of Q3 2026.
  • True Wealth Design bought 34 Regional Management Corp shares in Q3 2026, an estimated $1.21K.
  • Regional Management Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1878 holding.
  • True Wealth Design first reported a position in Regional Management Corp in Q1 2025 and has held it in 7 quarters since.
  • 7 funds tracked by Wall St. Rank held Regional Management Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.