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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

Tip: Access up to 7 years of quarterly data

All positions including Regional Management held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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