Advisory Research’s Regal Rexnord RRX Stock Holding History

Advisory Research’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	$1.15M	Sell	6,119 -479	-7%	-$89K	0.14%	106
2025 Q4	$926K	Sell	6,598 -885	-12%	-$126K	0.12%	115
2025 Q3	$1.07M	Sell	7,483 -317	-4%	-$46.7K	0.14%	104
2025 Q2	$1.13M	Sell	7,800 -118	-1%	-$14.8K	0.17%	99
2025 Q1	$901K	Buy	7,918 +1,208	+18%	+$168K	0.16%	110
2024 Q4	$1.04M	Buy	6,710 +98	+1%	+$16.6K	0.17%	109
2024 Q3	$1.1M	Sell	6,612 -427	-6%	-$66K	0.19%	104
2024 Q2	$952K	Sell	7,039 -124	-2%	-$19.3K	0.18%	107
2024 Q1	$1.29M	Hold	7,163	–	–	0.26%	88
2023 Q4	$1.06M	Sell	7,163 -2,481	-26%	-$313K	0.16%	152
2023 Q3	$1.38M	Buy	9,644 +1,071	+12%	+$165K	0.19%	147
2023 Q2	$1.32M	Buy	8,573 +1,269	+17%	+$173K	0.17%	166
2023 Q1	$1.03M	Sell	7,304 -577	-7%	-$83.5K	0.17%	150
2022 Q4	$946K	Sell	7,881 -23,163	-75%	-$3.04M	0.09%	168
2022 Q3	$4.36M	Buy	31,044 +1,124	+4%	+$151K	0.43%	46
2022 Q2	$3.4M	Buy	29,920 +8,047	+37%	+$1.02M	0.33%	59
2022 Q1	$3.25M	Buy	21,873 +4,035	+23%	+$647K	0.26%	70
2021 Q4	$3.04M	Buy	+17,838	New	+$2.82M	0.24%	76

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