Wellington Management Group
RM icon

Wellington Management Group’s Regional Management Corp RM Stock Holding History

Wellington Management 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 		$5.15M Sell
159,588
-58,576
-27% -$2.04M ﹤0.01% 1401
2025
Q4 		$8.45M Buy
218,164
+19,600
+10% +$759K ﹤0.01% 1292
2025
Q3 		$7.74M Sell
198,564
-69,600
-26% -$2.62M ﹤0.01% 1326
2025
Q2 		$7.83M Buy
268,164
+4,778
+2% +$139K ﹤0.01% 1276
2025
Q1 		$7.93M Sell
263,386
-40,129
-13% -$1.34M ﹤0.01% 1263
2024
Q4 		$10.3M Sell
303,515
-30,400
-9% -$953K ﹤0.01% 1187
2024
Q3 		$10.9M Sell
333,915
-71,214
-18% -$2.2M ﹤0.01% 1152
2024
Q2 		$11.6M Sell
405,129
-288,735
-42% -$7.82M ﹤0.01% 1121
2024
Q1 		$16.8M Sell
693,864
-37,154
-5% -$894K ﹤0.01% 989
2023
Q4 		$18.3M Hold
731,018
– – ﹤0.01% 966
2023
Q3 		$20.2M Sell
731,018
-43,900
-6% -$1.3M ﹤0.01% 934
2023
Q2 		$23.6M Sell
774,918
-18,513
-2% -$508K ﹤0.01% 908
2023
Q1 		$20.7M Hold
793,431
– – ﹤0.01% 930
2022
Q4 		$22.3M Buy
793,431
+121,189
+18% +$3.57M ﹤0.01% 889
2022
Q3 		$18.9M Buy
672,242
+31,361
+5% +$1.14M ﹤0.01% 924
2022
Q2 		$23.9M Buy
640,881
+38,400
+6% +$1.7M ﹤0.01% 896
2022
Q1 		$29.3M Sell
602,481
-27,786
-4% -$1.41M 0.01% 925
2021
Q4 		$36.2M Sell
630,267
-57,444
-8% -$3.28M 0.01% 937
2021
Q3 		$40M Sell
687,711
-214,137
-24% -$11.8M 0.01% 886
2021
Q2 		$42M Sell
901,848
-179,686
-17% -$7.78M 0.01% 874
2021
Q1 		$37.5M Sell
1,081,534
-7,518
-0.7% -$245K 0.01% 896
2020
Q4 		$32.5M Sell
1,089,052
-32,634
-3% -$809K 0.01% 909
2020
Q3 		$18.7M Buy
1,121,686
+15,700
+1% +$270K ﹤0.01% 966
2020
Q2 		$19.6M Buy
1,105,986
+14,500
+1% +$226K ﹤0.01% 932
2020
Q1 		$14.9M Buy
1,091,486
+9,200
+0.9% +$227K ﹤0.01% 946
2019
Q4 		$32.5M Sell
1,082,286
-55,944
-5% -$1.7M 0.01% 869
2019
Q3 		$32.1M Sell
1,138,230
-44,664
-4% -$1.19M 0.01% 839
2019
Q2 		$31.2M Buy
1,182,894
+15,562
+1% +$388K 0.01% 900
2019
Q1 		$28.5M Hold
1,167,332
– – 0.01% 912
2018
Q4 		$28.1M Buy
1,167,332
+169,190
+17% +$4.59M 0.01% 898
2018
Q3 		$28.8M Sell
998,142
-81,243
-8% -$2.7M 0.01% 968
2018
Q2 		$37.8M Sell
1,079,385
-13,145
-1% -$460K 0.01% 881
2018
Q1 		$34.8M Sell
1,092,530
-46,695
-4% -$1.38M 0.01% 893
2017
Q4 		$30M Sell
1,139,225
-13,357
-1% -$327K 0.01% 937
2017
Q3 		$27.9M Buy
1,152,582
+6,300
+0.5% +$147K 0.01% 937
2017
Q2 		$27.1M Hold
1,146,282
– – 0.01% 930
2017
Q1 		$22.3M Buy
1,146,282
+103,176
+10% +$2.31M 0.01% 992
2016
Q4 		$27.4M Buy
1,043,106
+40,079
+4% +$954K 0.01% 911
2016
Q3 		$21.7M Sell
1,003,027
-86,137
-8% -$1.68M 0.01% 956
2016
Q2 		$16M Sell
1,089,164
-169,840
-13% -$2.79M ﹤0.01% 1020
2016
Q1 		$21.5M Buy
1,259,004
+29,692
+2% +$434K 0.01% 901
2015
Q4 		$19M Buy
1,229,312
+32,730
+3% +$514K 0.01% 969
2015
Q3 		$18.5M Sell
1,196,582
-54,869
-4% -$931K 0.01% 1001
2015
Q2 		$22.4M Sell
1,251,451
-20,654
-2% -$345K 0.01% 982
2015
Q1 		$18.8M Buy
1,272,105
+10,500
+0.8% +$162K ﹤0.01% 1055
2014
Q4 		$19.9M Buy
1,261,605
+3,962
+0.3% +$59.2K 0.01% 1048
2014
Q3 		$22.6M Buy
1,257,643
+163
+0% +$2.73K 0.01% 977
2014
Q2 		$19.5M Buy
1,257,480
+91,830
+8% +$1.58M 0.01% 1049
2014
Q1 		$28.7M Buy
1,165,650
+143,649
+14% +$4.5M 0.01% 917
2013
Q4 		$34.7M Buy
1,022,001
+21,200
+2% +$693K 0.01% 837
2013
Q3 		$31.8M Sell
1,000,801
-7,478
-0.7% -$212K 0.01% 844
2013
Q2 		$25.2M Buy
+1,008,279
New +$23.1M 0.01% 895

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

Wellington Management Group's RM Position: Q1 2026 in Review

Wellington Management Group reduced its Regional Management Corp (RM) stake by 27% in Q1 2026, selling an estimated $2.04M and leaving 159,588 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Wellington Management Group first reported a position in RM in Q2 2013 and has held it in 52 quarters since. The position peaked at $42M in Q2 2021. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.

  • Wellington Management Group held 159,588 shares of Regional Management Corp worth $5.15M as of Q1 2026.
  • Wellington Management Group sold 58,576 Regional Management Corp shares in Q1 2026, an estimated $2.04M.
  • Regional Management Corp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1401 holding.
  • Wellington Management Group first reported a position in Regional Management Corp in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Regional Management Corp position peaked at $42M in Q2 2021.
  • 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.