Wealth Enhancement Trust Services’s Regional Management Corp RM Stock Holding History

Wealth Enhancement Trust Services’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	$165	Buy	+4	New	+$147	﹤0.01%	1379

Other funds holding RM

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Wealth Enhancement Trust Services's RM Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Regional Management Corp (RM) in Q2 2026: 4 shares worth $165. The stake represents ﹤0.01% of the portfolio and ranks #1379 among its holdings.

59 funds tracked by Wall St. Rank hold RM as of Q2 2026.

Wealth Enhancement Trust Services held 4 shares of Regional Management Corp worth $165 as of Q2 2026.
Regional Management Corp was a new Wealth Enhancement Trust Services position in Q2 2026.
Regional Management Corp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1379 holding.
59 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.