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Regional Management shares owned by Creative Planning

Quarter-by-quarter ownership of Regional Management (RM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Regional Management

Tip: Access up to 7 years of quarterly data

All positions including Regional Management held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regional Management by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 5.7k 38.96

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Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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Vanguard Index Fds Total Stk Mkt (VTI)
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Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Regional Management

BlackRock
Forager Capital Management
Basswood Capital Management
Dimensional Fund Advisors
Vanguard Group
LSV Asset Management
Tieton Capital Management
American Century Companies
Renaissance Technologies
Geode Capital Management
Wellington Management Company
State Street Corporation
Acadian Asset Management
Charles Schwab Investment Management
Goldman Sachs Group

View all funds holding Regional Management