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Regional Management shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Regional Management (RM) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Regional Management

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Regional Management by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.5k 133 41.20

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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