Regional Management shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Regional Management (RM) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Regional Management
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All positions including Regional Management held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Regional Management by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2k | 32 | 38.97 |
| 2025-06-30 | $760 | 26 | 29.25 |
| 2025-03-31 | $690 | 23 | 30.00 |
| 2024-12-31 | $680 | 20 | 34.00 |
| 2024-09-30 | $654 | 20 | 32.70 |
| 2024-06-30 | $654 | 20 | 32.70 |
| 2024-03-31 | $504 | 20 | 25.20 |
| 2023-12-31 | $477 | 19 | 25.11 |
| 2023-09-30 | $2.6k | 93 | 27.68 |
| 2022-12-31 | $8.4k | 299 | 28.08 |
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