Regional Management Corp. (RM) — Institutional Holders, Q2 2026 (page 2)
124 institutional investment managers reported a RM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $337.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 124. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
RM 13F holders ranked 101–124 of 124
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Geneos Wealth Management#101 · 300 sh | 300 | $12.4K | <0.01% | 0.0% |
| 102 | ROYAL BANK OF CANADA#102 · 265 sh | 265 | $11.0K | 0.00% | +5200.0% |
| 103 | Covestor Ltd#103 · 241 sh | 241 | $10.0K | <0.01% | +8.6% |
| 104 | Sterling Capital Management#104 · 149 sh | 149 | $6.1K | — | -44.0% |
| 105 | Integrated Wealth Concepts#105 · 133 sh | 133 | $5.5K | 0.00% | New |
| 106 | PNC FINANCIAL SERVICES GROUP#106 · 68 sh | 68 | $2.8K | 0.00% | -16.0% |
| 107 | Allworth Financial#107 · 66 sh | 66 | $2.7K | 0.00% | +100.0% |
| 108 | FIFTH THIRD BANCORP#108 · 58 sh | 58 | $2.4K | 0.00% | 0.0% |
| 109 | US BANCORP \DE\#109 · 55 sh | 55 | $2.3K | 0.00% | New |
| 110 | Essential Partners#110 · 52 sh | 52 | $2.1K | — | -11.9% |
| 111 | Global Retirement Partners#111 · 51 sh | 51 | $2.1K | 0.00% | — |
| 112 | EverSource Wealth Advisors#112 · 42 sh | 42 | $1.7K | <0.01% | -100.0% |
| 113 | PICTON MAHONEY ASSET MANAGEMENT#113 · 40 sh | 40 | $1.6K | 0.00% | New |
| 114 | IFP Advisors#114 · 38 sh | 38 | $1.6K | — | +26.7% |
| 115 | Optiver Holding B.V.#115 · 28 sh | 28 | $1.2K | 0.00% | -72.0% |
| 116 | NISA INVESTMENT ADVISORS#116 · 13 sh | 13 | $536.00 | — | 0.0% |
| 117 | Farther Finance Advisors#117 · 12 sh | 12 | $495.00 | — | -71.4% |
| 118 | ROTHSCHILD INVESTMENT#118 · 7 sh | 7 | $288.00 | 0.00% | +40.0% |
| 119 | True Wealth Design#119 · 6 sh | 6 | $248.00 | — | 0.0% |
| 120 | Wealth Enhancement Services#120 · 4 sh | 4 | $165.00 | — | New |
| 121 | SJS Investment Consulting#121 · 1 sh | 1 | $42.00 | — | New |
| 122 | SBI Securities , Ltd.#122 · 1 sh | 1 | $41.00 | — | 0.0% |
| 123 | Fortitude Family Office#123 · 1 sh | 1 | $41.00 | — | New |
| 124 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#124 · 121 sh | 121 | — | — | -75.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.