Truist Financial
RM icon

Truist Financial’s Regional Management Corp RM Stock Holding History

Truist Financial’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
2022
Q2 		– Sell
-5,750
Closed -$279K – 2748
2022
Q1 		$279K Hold
5,750
– – ﹤0.01% 2368
2021
Q4 		$330K Hold
5,750
– – ﹤0.01% 2295
2021
Q3 		$335K Buy
+5,750
New +$317K ﹤0.01% 2263
2020
Q2 		– Sell
-15,455
Closed -$211K – 2561
2020
Q1 		$211K Buy
15,455
+392
+3% +$9.66K ﹤0.01% 2099
2019
Q4 		$452K Buy
+15,063
New +$457K ﹤0.01% 1926

Other funds holding RM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Truist Financial's RM Position: Q2 2022 in Review

Truist Financial sold out of Regional Management Corp (RM) in Q2 2022, closing a stake of 5,750 shares — an estimated $279K sold.

Truist Financial first reported a position in RM in Q4 2019 and held it in 5 quarters. The position peaked at $452K in Q4 2019. 93 funds tracked by Wall St. Rank hold RM as of Q2 2022.

  • Truist Financial reported no remaining Regional Management Corp position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 5,750 Regional Management Corp shares in Q2 2022, an estimated $279K.
  • Truist Financial first reported a position in Regional Management Corp in Q4 2019 and held it in 5 quarters.
  • Truist Financial's Regional Management Corp position peaked at $452K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.