Superior Planning, LLC’s Regal Rexnord RRX Stock Holding History

Superior Planning, LLC’s Portfolio RRX Stock Details RRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$53.2K	Buy	+343	New	+$61.9K	0.02%	366

Other funds holding RRX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Superior Planning, LLC's RRX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Regal Rexnord (RRX) in Q3 2026: 343 shares worth $53.2K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

392 funds tracked by Wall St. Rank hold RRX as of Q3 2026.

Superior Planning, LLC held 343 shares of Regal Rexnord worth $53.2K as of Q3 2026.
Regal Rexnord was a new Superior Planning, LLC position in Q3 2026.
Regal Rexnord made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #366 holding.
392 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.