UBS Group
RM icon

UBS Group’s Regional Management Corp RM Stock Holding History

UBS Group’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
Q1 		$1.12M Sell
34,873
-6,447
-16% -$224K ﹤0.01% 5465
2025
Q4 		$1.6M Sell
41,320
-15,356
-27% -$594K ﹤0.01% 5166
2025
Q3 		$2.21M Sell
56,676
-44,992
-44% -$1.69M ﹤0.01% 4846
2025
Q2 		$2.97M Buy
101,668
+47,918
+89% +$1.39M ﹤0.01% 4409
2025
Q1 		$1.62M Buy
53,750
+8,448
+19% +$283K ﹤0.01% 4881
2024
Q4 		$1.54M Buy
45,302
+39,050
+625% +$1.22M ﹤0.01% 4965
2024
Q3 		$205K Buy
6,252
+3,430
+122% +$106K ﹤0.01% 5857
2024
Q2 		$81.1K Sell
2,822
-5,221
-65% -$141K ﹤0.01% 6332
2024
Q1 		$195K Sell
8,043
-1,080
-12% -$26K ﹤0.01% 5875
2023
Q4 		$229K Buy
9,123
+4,595
+101% +$111K ﹤0.01% 5704
2023
Q3 		$125K Sell
4,528
-13
-0.3% -$386 ﹤0.01% 5683
2023
Q2 		$139K Buy
4,541
+2,054
+83% +$56.4K ﹤0.01% 5752
2023
Q1 		$64.9K Sell
2,487
-2,154
-46% -$66.7K ﹤0.01% 6250
2022
Q4 		$130K Buy
4,641
+4,631
+46,310% +$136K ﹤0.01% 5853
2022
Q3 		$0 Sell
10
-5,041
-100% -$183K ﹤0.01% 10829
2022
Q2 		$190K Sell
5,051
-933
-16% -$41.3K ﹤0.01% 4965
2022
Q1 		$290K Sell
5,984
-600
-9% -$30.4K ﹤0.01% 5088
2021
Q4 		$378K Buy
6,584
+2,123
+48% +$121K ﹤0.01% 5203
2021
Q3 		$259K Buy
4,461
+319
+8% +$17.6K ﹤0.01% 5135
2021
Q2 		$193K Buy
4,142
+2,355
+132% +$102K ﹤0.01% 5375
2021
Q1 		$62K Buy
1,787
+59
+3% +$1.92K ﹤0.01% 6341
2020
Q4 		$52K Buy
1,728
+636
+58% +$15.8K ﹤0.01% 6148
2020
Q3 		$18K Sell
1,092
-2,556
-70% -$43.9K ﹤0.01% 6399
2020
Q2 		$65K Sell
3,648
-1,679
-32% -$26.2K ﹤0.01% 5655
2020
Q1 		$73K Sell
5,327
-5,246
-50% -$129K ﹤0.01% 5535
2019
Q4 		$318K Buy
10,573
+3,098
+41% +$93.9K ﹤0.01% 5237
2019
Q3 		$210K Buy
7,475
+3,618
+94% +$96.7K ﹤0.01% 5209
2019
Q2 		$102K Buy
3,857
+2,708
+236% +$67.4K ﹤0.01% 5362
2019
Q1 		$28K Sell
1,149
-3,559
-76% -$94.8K ﹤0.01% 6009
2018
Q4 		$113K Buy
4,708
+645
+16% +$17.5K ﹤0.01% 5435
2018
Q3 		$117K Buy
4,063
+1,152
+40% +$38.3K ﹤0.01% 5463
2018
Q2 		$102K Buy
2,911
+69
+2% +$2.41K ﹤0.01% 5425
2018
Q1 		$90K Sell
2,842
-1,883
-40% -$55.7K ﹤0.01% 5282
2017
Q4 		$124K Sell
4,725
-487
-9% -$11.9K ﹤0.01% 5221
2017
Q3 		$126K Sell
5,212
-2,415
-32% -$56.3K ﹤0.01% 5173
2017
Q2 		$180K Buy
7,627
+490
+7% +$10.3K ﹤0.01% 4806
2017
Q1 		$138K Buy
7,137
+3,818
+115% +$85.4K ﹤0.01% 4885
2016
Q4 		$87K Buy
3,319
+614
+23% +$14.6K ﹤0.01% 5385
2016
Q3 		$58K Buy
2,705
+2,205
+441% +$42.9K ﹤0.01% 5391
2016
Q2 		$7K Sell
500
-1,592
-76% -$26.1K ﹤0.01% 6984
2016
Q1 		$36K Buy
2,092
+661
+46% +$9.66K ﹤0.01% 5747
2015
Q4 		$22K Sell
1,431
-713
-33% -$11.2K ﹤0.01% 6664
2015
Q3 		$33K Buy
2,144
+330
+18% +$5.6K ﹤0.01% 6208
2015
Q2 		$32K Buy
1,814
+1,314
+263% +$22K ﹤0.01% 6417
2015
Q1 		$7K Sell
500
-2,887
-85% -$44.4K ﹤0.01% 7917
2014
Q4 		$54K Buy
+3,387
New +$50.6K ﹤0.01% 6400

Other funds holding RM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's RM Position: Q1 2026 in Review

UBS Group reduced its Regional Management Corp (RM) stake by 16% in Q1 2026, selling an estimated $224K and leaving 34,873 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #5465.

UBS Group first reported a position in RM in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.97M in Q2 2025. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • UBS Group held 34,873 shares of Regional Management Corp worth $1.12M as of Q1 2026.
  • UBS Group sold 6,447 Regional Management Corp shares in Q1 2026, an estimated $224K.
  • Regional Management Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5465 holding.
  • UBS Group first reported a position in Regional Management Corp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Regional Management Corp position peaked at $2.97M in Q2 2025.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.