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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

True Wealth Design's RM Position: Q2 2026 in Review

True Wealth Design held its Regional Management Corp (RM) position steady in Q2 2026 at 6 shares worth $248. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

True Wealth Design first reported a position in RM in Q1 2025 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

True Wealth Design held 6 shares of Regional Management Corp worth $248 as of Q2 2026.
True Wealth Design left its Regional Management Corp share count unchanged in Q2 2026.
Regional Management Corp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2400 holding.
True Wealth Design first reported a position in Regional Management Corp in Q1 2025 and has held it in 6 quarters since.
124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.