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Allworth Financial’s Regal Rexnord RRX Stock Holding History

Allworth 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
Q2 		$66K Sell
277
-152
-35% -$31.8K ﹤0.01% 2249
2026
Q1 		$80.3K Buy
429
+201
+88% +$37.4K ﹤0.01% 1988
2025
Q4 		$32K Sell
228
-37
-14% -$5.26K ﹤0.01% 2503
2025
Q3 		$38.1K Buy
265
+70
+36% +$10.3K ﹤0.01% 2292
2025
Q2 		$28.2K Buy
195
+90
+86% +$11.3K ﹤0.01% 2295
2025
Q1 		$11.2K Buy
105
+40
+62% +$5.56K ﹤0.01% 2373
2024
Q4 		$10.5K Buy
65
+33
+103% +$5.58K ﹤0.01% 2419
2024
Q3 		$5.37K Buy
32
+27
+540% +$4.17K ﹤0.01% 2536
2024
Q2 		$742 Hold
5
– – ﹤0.01% 3266
2024
Q1 		$901 Buy
5
+1
+25% +$156 ﹤0.01% 3113
2023
Q4 		$593 Sell
4
-17
-81% -$2.15K ﹤0.01% 3095
2023
Q3 		$3K Sell
21
-9
-30% -$1.39K ﹤0.01% 2351
2023
Q2 		$4.62K Buy
30
+12
+67% +$1.63K ﹤0.01% 2140
2023
Q1 		$2.53K Hold
18
– – ﹤0.01% 2317
2022
Q4 		$2.16K Sell
18
-116
-87% -$15.2K ﹤0.01% 2217
2022
Q3 		$19K Buy
134
+132
+6,600% +$17.7K ﹤0.01% 1318
2022
Q2 		$0 Sell
2
-83
-98% -$10.6K ﹤0.01% 2749
2022
Q1 		$13K Buy
85
+3
+4% +$481 ﹤0.01% 1414
2021
Q4 		$14K Hold
82
– – ﹤0.01% 1273
2021
Q3 		$12K Buy
+82
New +$11.8K ﹤0.01% 1233

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's RRX Position: Q2 2026 in Review

Allworth Financial reduced its Regal Rexnord (RRX) stake by 35% in Q2 2026, selling an estimated $31.8K and leaving 277 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

Allworth Financial first reported a position in RRX in Q3 2021 and has held it in 20 quarters since. The position peaked at $80.3K in Q1 2026. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Allworth Financial held 277 shares of Regal Rexnord worth $66K as of Q2 2026.
  • Allworth Financial sold 152 Regal Rexnord shares in Q2 2026, an estimated $31.8K.
  • Regal Rexnord made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2249 holding.
  • Allworth Financial first reported a position in Regal Rexnord in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Regal Rexnord position peaked at $80.3K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.