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Regional Management shares owned by Financial Consulate

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

Historical chart of Financial Consulate investment in Regional Management

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

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Quarterly reported holdings in Regional Management by Financial Consulate

Quarter filed Position value Share count Share price at filing
2026-09-30 $6.4k 212 30.23

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Small Cap Etf
Schwab Strategic Tr Fundamental Us B (FNDB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
T Rowe Price Exchange-traded Cap Appreciation (TCAF)

View all positions for Financial Consulate

Top funds holding Regional Management

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

View all funds holding Regional Management