Advisornet Financial’s Regal Rexnord RRX Stock Holding History

Advisornet Financial’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 Q1	$45.7K	Buy	244 +4	+2%	+$743	﹤0.01%	1075
2025 Q4	$33.7K	Hold	240	–	–	﹤0.01%	1184
2025 Q3	$34.4K	Hold	240	–	–	﹤0.01%	1147
2025 Q2	$34.8K	Sell	240 -1	-0.4%	-$125	﹤0.01%	1111
2025 Q1	$27.4K	Sell	241 -1	-0.4%	-$139	﹤0.01%	1099
2024 Q4	$37.5K	Hold	242	–	–	﹤0.01%	969
2024 Q3	$40.1K	Hold	242	–	–	﹤0.01%	967
2024 Q2	$32.7K	Sell	242 -3	-1%	-$467	﹤0.01%	954
2024 Q1	$44.1K	Sell	245 -6	-2%	-$935	﹤0.01%	844
2023 Q4	$37.2K	Buy	251 +5	+2%	+$631	﹤0.01%	901
2023 Q3	$35.1K	Sell	246 -4	-2%	-$616	﹤0.01%	878
2023 Q2	$38.5K	Buy	250 +1	+0.4%	+$136	﹤0.01%	886
2023 Q1	$35K	Buy	249 +3	+1%	+$434	﹤0.01%	897
2022 Q4	$29.5K	Hold	246	–	–	﹤0.01%	933
2022 Q3	$35K	Buy	246 +6	+3%	+$806	﹤0.01%	954
2022 Q2	$27K	Hold	240	–	–	﹤0.01%	1038
2022 Q1	$36K	Hold	240	–	–	﹤0.01%	1073
2021 Q4	$41K	Buy	+240	New	+$38K	﹤0.01%	1082
2018 Q3	–	Sell	-9	Closed	-$1K	–	1603
2018 Q2	$1K	Buy	+9	New	+$697	﹤0.01%	1496

Other funds holding RRX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return