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Regional Management shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Regional Management

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

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Quarterly reported holdings in Regional Management by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $516 16 32.25

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Vanguard Growth Etf Etf (VUG)
Dimensional Us Real Estate Etf Etf (DFAR)
Dimensional Us High Profitability Etf Etf (DUHP)
Dimensional International Value Etf Etf (DFIV)
Nvidia Corporation Stock (NVDA)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional International Small Cap Etf Etf (DFIS)

View all positions for Root Financial Partners

Top funds holding Regional Management

BlackRock
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LSV Asset Management
Tieton Capital Management
Renaissance Technologies
American Century Companies
Wellington Management Company
Geode Capital Management
Charles Schwab Investment Management
State Street Corporation
Goldman Sachs Group

View all funds holding Regional Management