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Regional Management Corp (RM)

CUSIP: 75902K106 | NYSE | Financial Services · Credit Services | Small Cap | 394 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AForager Capital Management, LLC753,6368.4%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AForager Capital Management, LLC753,636
8.4% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP696,039
0.0% of portfolio›$21.0M
Bank of New York Mellon Corp92,416
0.0% of portfolio›$2.8M
Y-Intercept (Hong Kong) Ltd26,985
0.0% of portfolio›$815.8K
Prescott Group Capital Management, L.L.C.22,285
0.1% of portfolio›$673.7K
Creative Planning17,628
0.0% of portfolio›$532.9K
Allspring Global Investments Holdings, LLC12,602
0.0% of portfolio›$390.5K
Exchange Traded Concepts, LLC8,532
0.0% of portfolio›$257.9K
State of Alaska, Department of Revenue5,067
0.0% of portfolio›$153
Versant Capital Management, Inc1,663
0.0% of portfolio›$50.3K
Citigroup Inc1,561
0.0% of portfolio›$47.2K
Gamma Investing LLC931
0.0% of portfolio›$28.1K
Covestor Ltd250
0.0% of portfolio›$7
Financial Consulate, Inc212
0.0% of portfolio›$6.4K
US Bancorp \de\197
0.0% of portfolio›$6.0K
Sterling Capital Management LLC183
0.0% of portfolio›$5.5K
EverSource Wealth Advisors, LLC130
0.0% of portfolio›$3.9K
IFP Advisors, Inc123
0.0% of portfolio›$3.7K
SJS Investment Consulting Inc.108
0.0% of portfolio›$3.3K
Farther Finance Advisors, LLC102
0.0% of portfolio›$3.1K
Signaturefd, LLC79
0.0% of portfolio›$2.4K
Essential Partners LLC75
0.0% of portfolio›$2.3K
Root Financial Partners, LLC52
0.0% of portfolio›$1.6K
True Wealth Design, LLC40
0.0% of portfolio›$1.2K
TD Private Client Wealth LLC37
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC31
0.0% of portfolio›$937
Simplex Trading, LLC29
0.0% of portfolio›$876
Larson Financial Group LLC14
0.0% of portfolio›$423
Nisa Investment Advisors, LLC13
0.0% of portfolio›$393
SBI Securities Co., Ltd.1
0.0% of portfolio›$30
Fortitude Family Office, LLC1
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
696,039$21.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
92,416$2.8M0.0%CoreLowNew York, NY2026-11-05
Y-Intercept (Hong Kong) Ltd
26,985$815.8K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Prescott Group Capital Management, L.L.C.
22,285$673.7K0.1%Deep ValueMediumTulsa, OK2026-10-30
Creative Planning
17,628$532.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Allspring Global Investments Holdings, LLC
12,602$390.5K0.0%CoreMediumCharlotte, NC2026-11-04
Exchange Traded Concepts, LLC
8,532$257.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
State of Alaska, Department of Revenue
5,067$1530.0%CoreVery LowJuneau, AK2026-10-15
Versant Capital Management, Inc
1,663$50.3K0.0%GARPLowPhoenix, AZ2026-10-02
Citigroup Inc
1,561$47.2K0.0%CoreMediumNew York, NY2026-11-04
Gamma Investing LLC
931$28.1K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
250$70.0%ValueHighLondon, United Kingdom2026-10-30
Financial Consulate, Inc
212$6.4K0.0%ETFLowHunt Valley, MD2026-10-23
US Bancorp \de\
197$6.0K0.0%IndexLowMinneapolis, MN2026-11-05
Sterling Capital Management LLC
183$5.5K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
130$3.9K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
123$3.7K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
108$3.3K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
102$3.1K0.0%IndexLowSan Francisco, CA2026-10-08
Signaturefd, LLC
79$2.4K0.0%IndexLowAtlanta, GA2026-10-23
Essential Partners LLC
75$2.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
52$1.6K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
40$1.2K0.0%ETFMediumAkron, OH2026-10-13
TD Private Client Wealth LLC
37$1.1K0.0%ETFLowNew York, NY2026-10-28
Provenance Wealth Advisors, LLC
31$9370.0%ETFLowFort Lauderdale, FL2026-10-30
Simplex Trading, LLC
29$8760.0%CoreVery HighChicago, IL2026-11-04
Larson Financial Group LLC
14$4230.0%GrowthLowSt Louis, MO2026-11-05
Nisa Investment Advisors, LLC
13$3930.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
1$300.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
1$300.0%ETFMediumScottsdale, AZ2026-10-14