SIGNATUREFD, LLC RM — REGIONAL MGMT CORP

Ownership history in SIGNATUREFD, LLC  ·  8 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported REGIONAL MGMT CORP (RM) in 8 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows RM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in REGIONAL MGMT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RM stock page SIGNATUREFD, LLC fund profile SIGNATUREFD, LLC full holdings
How SIGNATUREFD, LLC held RM — position size vs. price
% of Fund (quarterly)    RM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 519 +452 +674.6% 0.00% $21K 2026-07-24 $41.65
2026 Q1 UNCHANGED — — — 67 — 0% 0.00% $2K 2026-04-07 $34.23
2025 Q4 ADDED — — — 67 +24 +55.8% 0.00% $3K 2026-01-20 $35.54
2025 Q3 ADDED — — — 43 +39 +975.0% 0.00% $2K 2025-10-21 $39.46
2025 Q2 REDUCED 91.1% +38.2% ❌ 4 -41 -91.1% 0.00% $117 2025-07-16 $31.31
2025 Q1 ADDED — — — 45 +1 +2.3% 0.00% $1K 2025-05-02 $26.35
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RM

As of 2026 Q2 — sorted by position size

SEIZERT CAPITAL PARTNERS, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% Janney Montgomery Scott LLC 3Y 7Y 0.0% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.0% Universal- Beteiligungs- und Servicegesellschaft mbH 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% NEW YORK STATE COMMON RETIREMENT FUND 3Y 7Y 0.0% Sterling Capital Management LLC 3Y 7Y 0.0%

FAQ About SIGNATUREFD, LLC and RM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIGNATUREFD, LLC reported owning RM?

SIGNATUREFD, LLC reported RM across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported RM position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for RM was 0.00% in 2026 Q2.

What is the latest reported RM position on this page?

The most recent filing on this page is 2026 Q2, when SIGNATUREFD, LLC reported 519 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this RM ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly RM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SIGNATUREFD, LLC time their RM position?

Based on 13F filing dates vs. subsequent RM price moves, SIGNATUREFD, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on RM relative to SPY over the holding period was -5.9%.

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