UBS AM’s Regional Management Corp RM Stock Holding History

UBS AM’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	$19.6K	Hold	475	–	–	﹤0.01%	3132
2026 Q1	$15.3K	Buy	475 +468	+6,686%	+$16.3K	﹤0.01%	3200
2025 Q4	$271	Buy	+7	New	+$271	﹤0.01%	3264

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

UBS AM's RM Position: Q2 2026 in Review

UBS AM held its Regional Management Corp (RM) position steady in Q2 2026 at 475 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

UBS AM first reported a position in RM in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold RM as of Q2 2026.

UBS AM held 475 shares of Regional Management Corp worth $19.6K as of Q2 2026.
UBS AM left its Regional Management Corp share count unchanged in Q2 2026.
Regional Management Corp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3132 holding.
UBS AM first reported a position in Regional Management Corp in Q4 2025 and has held it in 3 quarters since.
124 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.