RM — REGIONAL MGMT CORP
Reported value held$134.23M
Funds holding (latest)35
SectorFinancials
Funds holding (Q2 2026)30
Institutional value$114.68M · 2.79M sh
New / Add / Cut / Exit2 / 16 / 9 / 2
Top-5 / Top-10 concentration66.3% / 84.6%
Institutional holdings change
Reducing -0.1%
(-2.21K sh)
Institutional value change
Up +27.7%
As of Q2 2026, 30 SEC-registered investment managers reported holding RM (REGIONAL MGMT CORP) in their latest 13F filings, with a combined reported value of $114.68M across 2.79M shares. That is -0.1% by share count (-2.21K shares) versus the previous quarter, while reported value moved +27.7%. Ownership is concentrated: the five largest holders account for 66.3% of reported value and the top ten for 84.6%.
Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
RM is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.15M | $47.51M | 0.00% | Add |
| Geode Capital Management history | 225.10K | $9.28M | 0.00% | Add |
| Renaissance Technologies history | 185.54K | $7.64M | 0.01% | Reduce |
| Goldman Sachs Group history | 156.54K | $6.45M | 0.00% | Reduce |
| Wellington Management Group history | 124.79K | $5.14M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 122.20K | $5.03M | 0.00% | Reduce |
| Arrowstreet Capital history | 111.88K | $4.61M | 0.00% | Add |
| Morgan Stanley history | 109.55K | $4.51M | 0.00% | Add |
| Northern Trust Corp history | 89.94K | $3.71M | 0.00% | Reduce |
| BNY Mellon history | 76.78K | $3.16M | 0.00% | Add |
| AQR Capital Management history | 71.38K | $2.94M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 65.66K | $2.71M | 0.00% | Add |
| Citadel Advisors history | 43.29K | $1.78M | 0.00% | Add |
| Lazard Asset Management history | 38.95K | $1.60M | 0.00% | Add |
| UBS Group AG history | 38.48K | $1.59M | 0.00% | Add |
| Norges Bank Investment Management history | 27.50K | $1.13M | 0.00% | New |
| Two Sigma Investments history | 22.08K | $909.82K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 17.26K | $716.94K | 0.00% | New |
| D. E. Shaw & Co history | 16.44K | $677.25K | 0.00% | Add |
| Prudential Financial history | 15.96K | $657.76K | 0.00% | Reduce |
| Franklin Resources history | 14.79K | $609.39K | 0.00% | Add |
| Bank of America Corp history | 14.33K | $590.52K | 0.00% | Add |
| Invesco Ltd history | 12.67K | $521.96K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.56K | $352.75K | 0.00% | Add |
| Wells Fargo & Co history | 7.72K | $317.94K | 0.00% | Add |
| CPP Investments history | 6.90K | $284.28K | 0.00% | Hold |
| Citigroup Inc history | 4.80K | $197.59K | 0.00% | Add |
| Legal & General Investment Management America history | 812 | $33.45K | 0.00% | Hold |
| PNC Financial Services history | 68 | $2.80K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.42K | $265 | 0.00% | Hold |
Q1 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.14M | $36.65M | 0.00% | Hold |
| Renaissance Technologies history | 223.23K | $7.20M | 0.01% | Reduce |
| Geode Capital Management history | 212.59K | $6.86M | 0.00% | Add |
| Goldman Sachs Group history | 162.80K | $5.25M | 0.00% | Add |
| Charles Schwab Investment Management history | 159.83K | $5.15M | 0.00% | Reduce |
| Wellington Management Group history | 159.59K | $5.15M | 0.00% | Reduce |
| Arrowstreet Capital history | 108.44K | $3.50M | 0.00% | Add |
| Northern Trust Corp history | 92.63K | $2.99M | 0.00% | Add |
| Morgan Stanley history | 83.79K | $2.70M | 0.00% | Add |
| BNY Mellon history | 75.89K | $2.45M | 0.00% | Reduce |
| AQR Capital Management history | 63.60K | $2.05M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 62.59K | $2.02M | 0.00% | Add |
| UBS Group AG history | 34.87K | $1.12M | 0.00% | Reduce |
| Lazard Asset Management history | 31.14K | $1.00M | 0.00% | New |
| Two Sigma Investments history | 30.16K | $972.76K | 0.00% | Add |
| Millennium Management history | 28.31K | $913.09K | 0.00% | Add |
| Prudential Financial history | 21.16K | $682.57K | 0.00% | Reduce |
| Citadel Advisors history | 15.01K | $483.94K | 0.00% | New |
| Invesco Ltd history | 14.67K | $473.24K | 0.00% | Reduce |
| Franklin Resources history | 14.51K | $467.95K | 0.00% | New |
| D. E. Shaw & Co history | 13.54K | $436.83K | 0.00% | Reduce |
| Marshall Wace history | 11.64K | $375.39K | 0.00% | New |
| Bank of America Corp history | 11.38K | $366.84K | 0.00% | Reduce |
| CPP Investments history | 6.90K | $222.53K | 0.00% | Hold |
| Deutsche Bank AG history | 5.58K | $180.02K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.63K | $117.23K | 0.00% | Reduce |
| Legal & General Investment Management America history | 812 | $26.19K | 0.00% | Reduce |
| Citigroup Inc history | 604 | $19.48K | 0.00% | Reduce |
| PNC Financial Services history | 81 | $2.61K | 0.00% | Add |
| T. Rowe Price Associates history | 6.42K | $208 | 0.00% | New |
Q4 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.14M | $44.15M | 0.00% | Hold |
| Vanguard Group history | 459.35K | $17.80M | 0.00% | Hold |
| Renaissance Technologies history | 243.14K | $9.42M | 0.01% | Add |
| Wellington Management Group history | 218.16K | $8.45M | 0.00% | Add |
| Geode Capital Management history | 204.49K | $7.93M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 182.67K | $7.08M | 0.00% | Add |
| Goldman Sachs Group history | 150.46K | $5.83M | 0.00% | Add |
| Arrowstreet Capital history | 105.82K | $4.10M | 0.00% | Reduce |
| Northern Trust Corp history | 91.72K | $3.55M | 0.00% | Reduce |
| BNY Mellon history | 79.85K | $3.09M | 0.00% | Reduce |
| Morgan Stanley history | 67.39K | $2.61M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 57.10K | $2.21M | 0.00% | Add |
| UBS Group AG history | 41.32K | $1.60M | 0.00% | Reduce |
| AQR Capital Management history | 40.32K | $1.56M | 0.00% | Add |
| Prudential Financial history | 25.08K | $971.85K | 0.00% | Reduce |
| Two Sigma Investments history | 18.12K | $702.30K | 0.00% | Add |
| Invesco Ltd history | 15.68K | $607.41K | 0.00% | Hold |
| Bank of America Corp history | 15.65K | $606.51K | 0.00% | Add |
| D. E. Shaw & Co history | 14.16K | $548.82K | 0.00% | Reduce |
| Millennium Management history | 13.02K | $504.64K | 0.00% | Reduce |
| Wells Fargo & Co history | 10.12K | $392.15K | 0.00% | Add |
| JPMorgan Chase & Co history | 8.53K | $330.50K | 0.00% | Add |
| Deutsche Bank AG history | 7.83K | $303.30K | 0.00% | Add |
| CPP Investments history | 6.90K | $267.38K | 0.00% | New |
| Citigroup Inc history | 940 | $36.43K | 0.00% | Add |
| Legal & General Investment Management America history | 828 | $32.09K | 0.00% | Hold |
| PNC Financial Services history | 18 | $698 | 0.00% | New |
Q3 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.14M | $44.23M | 0.00% | Reduce |
| Vanguard Group history | 457.44K | $17.82M | 0.00% | Hold |
| Renaissance Technologies history | 209.94K | $8.18M | 0.01% | Reduce |
| Geode Capital Management history | 208.53K | $8.13M | 0.00% | Reduce |
| Wellington Management Group history | 198.56K | $7.74M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 150.59K | $5.87M | 0.00% | Add |
| Goldman Sachs Group history | 134.68K | $5.25M | 0.00% | Add |
| Arrowstreet Capital history | 107.18K | $4.18M | 0.00% | Add |
| BNY Mellon history | 98.74K | $3.85M | 0.00% | Add |
| Northern Trust Corp history | 96.89K | $3.77M | 0.00% | Reduce |
| Morgan Stanley history | 61.84K | $2.41M | 0.00% | Add |
| UBS Group AG history | 56.68K | $2.21M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 46.44K | $1.81M | 0.00% | Add |
| Prudential Financial history | 27.00K | $1.05M | 0.00% | Reduce |
| AQR Capital Management history | 24.45K | $952.40K | 0.00% | Add |
| Millennium Management history | 19.43K | $756.99K | 0.00% | Add |
| Two Sigma Investments history | 16.53K | $644.13K | 0.00% | Add |
| Invesco Ltd history | 15.64K | $609.53K | 0.00% | Add |
| D. E. Shaw & Co history | 14.97K | $583.08K | 0.00% | Reduce |
| Bank of America Corp history | 11.11K | $433.00K | 0.00% | Add |
| Citadel Advisors history | 10.61K | $413.33K | 0.00% | New |
| Marshall Wace history | 7.43K | $289.67K | 0.00% | New |
| Franklin Resources history | 7.38K | $287.45K | 0.00% | New |
| Deutsche Bank AG history | 7.19K | $280.04K | 0.00% | Add |
| Wells Fargo & Co history | 6.83K | $266.10K | 0.00% | Add |
| JPMorgan Chase & Co history | 4.15K | $161.76K | 0.00% | Reduce |
| Citigroup Inc history | 883 | $34.40K | 0.00% | Reduce |
| Legal & General Investment Management America history | 828 | $32.26K | 0.00% | Hold |
Q2 2025 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.22M | $35.69M | 0.00% | Reduce |
| Vanguard Group history | 458.88K | $13.40M | 0.00% | Add |
| Wellington Management Group history | 268.16K | $7.83M | 0.00% | Add |
| Renaissance Technologies history | 226.44K | $6.61M | 0.01% | Reduce |
| Geode Capital Management history | 211.73K | $6.19M | 0.00% | Add |
| Goldman Sachs Group history | 119.55K | $3.49M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 118.36K | $3.46M | 0.00% | Add |
| Northern Trust Corp history | 102.10K | $2.98M | 0.00% | Add |
| UBS Group AG history | 101.67K | $2.97M | 0.00% | Add |
| BNY Mellon history | 97.92K | $2.86M | 0.00% | Hold |
| Arrowstreet Capital history | 80.42K | $2.35M | 0.00% | Add |
| Morgan Stanley history | 50.82K | $1.48M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 41.47K | $1.21M | 0.00% | Reduce |
| Prudential Financial history | 28.60K | $835.43K | 0.00% | Reduce |
| AQR Capital Management history | 19.50K | $569.57K | 0.00% | Add |
| D. E. Shaw & Co history | 18.30K | $534.46K | 0.00% | Reduce |
| Two Sigma Investments history | 16.38K | $478.52K | 0.00% | Reduce |
| Invesco Ltd history | 14.28K | $417.06K | 0.00% | Reduce |
| Millennium Management history | 13.75K | $401.70K | 0.00% | Reduce |
| Bank of America Corp history | 6.09K | $177.89K | 0.00% | Reduce |
| Wells Fargo & Co history | 5.79K | $168.98K | 0.00% | Add |
| Deutsche Bank AG history | 4.98K | $145.55K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.82K | $140.91K | 0.00% | Add |
| Citigroup Inc history | 3.28K | $95.90K | 0.00% | Reduce |
| Legal & General Investment Management America history | 828 | $24.19K | 0.00% | Add |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.46M | $44.07M | 0.00% | Reduce |
| Vanguard Group history | 451.87K | $13.61M | 0.00% | Reduce |
| Wellington Management Group history | 263.39K | $7.93M | 0.00% | Reduce |
| Renaissance Technologies history | 254.24K | $7.66M | 0.01% | Add |
| Geode Capital Management history | 198.99K | $5.99M | 0.00% | Add |
| Goldman Sachs Group history | 194.37K | $5.85M | 0.00% | Add |
| BNY Mellon history | 97.61K | $2.94M | 0.00% | Reduce |
| Northern Trust Corp history | 87.35K | $2.63M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 85.22K | $2.57M | 0.00% | Add |
| UBS Group AG history | 53.75K | $1.62M | 0.00% | Add |
| Arrowstreet Capital history | 48.66K | $1.47M | 0.00% | Add |
| Morgan Stanley history | 47.02K | $1.42M | 0.00% | Reduce |
| Marshall Wace history | 44.29K | $1.33M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 41.76K | $1.26M | 0.00% | Add |
| D. E. Shaw & Co history | 36.05K | $1.09M | 0.00% | Add |
| Two Sigma Investments history | 34.33K | $1.03M | 0.00% | Add |
| Prudential Financial history | 31.59K | $951.17K | 0.00% | Reduce |
| Millennium Management history | 17.80K | $535.84K | 0.00% | Reduce |
| Invesco Ltd history | 15.38K | $463.15K | 0.00% | Reduce |
| Citadel Advisors history | 9.73K | $293.00K | 0.00% | Reduce |
| Bank of America Corp history | 9.56K | $287.94K | 0.00% | Reduce |
| Deutsche Bank AG history | 6.92K | $208.24K | 0.00% | Reduce |
| AQR Capital Management history | 6.68K | $201.04K | 0.00% | New |
| Citigroup Inc history | 6.48K | $195.05K | 0.00% | Reduce |
| Wells Fargo & Co history | 5.38K | $162.05K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.40K | $132.45K | 0.00% | Add |
| Legal & General Investment Management America history | 693 | $20.87K | 0.00% | Hold |
| PNC Financial Services history | 15 | $452 | 0.00% | New |
New Positions (Q2 2026)
- Norges Bank Investment Management 27.50K sh · $1.13M
- JPMorgan Chase & Co 17.26K sh · $716.94K
Fully Exited (vs previous quarter)
- Millennium Management sold 28.31K sh · $913.09K
- Marshall Wace sold 11.64K sh · $375.39K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.15M | 1.14M | 1.14M | 1.14M | 1.22M | 1.46M | 1.50M | 1.50M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 225.10K | 212.59K | 204.49K | 208.53K | 211.73K | 198.99K | 192.86K | 191.82K | 185.53K | 178.15K | 172.17K | 165.88K | 159.16K | 156.62K | 151.85K | 150.62K | 148.80K | 141.21K | 160.36K | 163.73K |
| Renaissance Technologies | 185.54K | 223.23K | 243.14K | 209.94K | 226.44K | 254.24K | 228.94K | 206.95K | 201.54K | 199.74K | 207.04K | 212.91K | 215.44K | 219.24K | 223.14K | 240.14K | 267.04K | 276.04K | 291.14K | 293.14K |
| Goldman Sachs Group | 156.54K | 162.80K | 150.46K | 134.68K | 119.55K | 194.37K | 133.63K | 147.02K | 84.06K | 72.06K | 77.52K | 44.62K | 35.21K | 147.27K | 151.11K | 158.41K | 155.45K | 161.20K | 150.56K | 128.49K |
| Wellington Management Group | 124.79K | 159.59K | 218.16K | 198.56K | 268.16K | 263.39K | 303.51K | 333.92K | 405.13K | 693.86K | 731.02K | 731.02K | 774.92K | 793.43K | 793.43K | 672.24K | 640.88K | 602.48K | 630.27K | 687.71K |
| Charles Schwab Investment Management | 122.20K | 159.83K | 182.67K | 150.59K | 118.36K | 85.22K | 50.36K | 49.37K | 49.37K | 68.69K | 69.60K | 69.60K | 73.81K | 73.25K | 149.03K | 125.02K | 105.65K | 94.73K | 65.07K | 51.33K |
| Arrowstreet Capital | 111.88K | 108.44K | 105.82K | 107.18K | 80.42K | 48.66K | 43.41K | 43.41K | 43.41K | 39.61K | 39.61K | 51.83K | 14.64K | 14.96K | 44.82K | 48.42K | 48.42K | 83.50K | 115.37K | 115.85K |
| Morgan Stanley | 109.55K | 83.79K | 67.39K | 61.84K | 50.82K | 47.02K | 56.13K | 68.38K | 51.75K | 54.52K | 100.73K | 88.01K | 109.04K | 92.42K | 96.46K | 108.23K | 86.32K | 63.32K | 59.49K | 32.62K |
| Northern Trust Corp | 89.94K | 92.63K | 91.72K | 96.89K | 102.10K | 87.35K | 91.06K | 82.87K | 82.00K | 83.60K | 88.80K | 84.71K | 84.42K | 81.62K | 83.73K | 84.77K | 85.88K | 87.51K | 90.94K | 94.45K |
| BNY Mellon | 76.78K | 75.89K | 79.85K | 98.74K | 97.92K | 97.61K | 100.20K | 106.96K | 111.61K | 106.02K | 107.26K | 107.12K | 103.39K | 105.48K | 108.25K | 87.60K | 84.67K | 85.81K | 87.04K | 91.19K |
| AQR Capital Management | 71.38K | 63.60K | 40.32K | 24.45K | 19.50K | 6.68K | — | — | — | — | — | — | 9.29K | 9.42K | — | — | 36.19K | 33.31K | 34.55K | 13.24K |
| Fidelity Management & Research (FMR) | 65.66K | 62.59K | 57.10K | 46.44K | 41.47K | 41.76K | 34.25K | 31.38K | 23.40K | 22.30K | 22.29K | 24.89K | 23.81K | 23.80K | 387.29K | 461.27K | 457.48K | 457.42K | 430.80K | 417.08K |
| Citadel Advisors | 43.29K | 15.01K | — | 10.61K | — | 9.73K | 22.19K | 7.50K | — | 21.41K | 15.30K | 22.89K | 27.81K | 23.92K | — | 23.80K | 26.74K | 29.81K | 21.60K | 10.33K |
| Lazard Asset Management | 38.95K | 31.14K | — | — | — | — | — | — | — | — | — | — | — | — | 2.21K | 1.98K | 2.12K | 953 | 953 | 591 |
| UBS Group AG | 38.48K | 34.87K | 41.32K | 56.68K | 101.67K | 53.75K | 45.30K | 6.25K | 2.82K | 8.04K | 9.12K | 4.53K | 4.54K | 2.49K | 4.64K | 10 | 5.05K | 5.98K | 6.58K | 4.46K |
| Norges Bank Investment Management | 27.50K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | 22.08K | 30.16K | 18.12K | 16.53K | 16.38K | 34.33K | 29.55K | 28.68K | 31.42K | 25.48K | 27.47K | 34.36K | 9.62K | — | — | — | — | 16.46K | 6.95K | — |
| JPMorgan Chase & Co | 17.26K | — | 8.53K | 4.15K | 4.82K | 4.40K | 4.33K | 4.23K | 3.66K | 11.08K | 8.48K | 5.33K | 9.66K | 160 | 4.52K | 4.21K | 4.11K | 4.13K | 52.20K | 49.57K |
| D. E. Shaw & Co | 16.44K | 13.54K | 14.16K | 14.97K | 18.30K | 36.05K | 34.30K | 30.23K | 29.54K | 23.81K | 22.41K | 21.88K | 24.31K | 21.27K | 19.66K | 24.32K | 22.72K | 23.21K | 17.19K | 26.72K |
| Prudential Financial | 15.96K | 21.16K | 25.08K | 27.00K | 28.60K | 31.59K | 32.53K | 31.43K | 34.51K | 32.81K | 21.91K | 25.03K | 17.43K | 21.78K | 26.56K | 28.23K | 18.41K | 19.96K | 35.09K | 66.95K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details