Avantax Advisory Services’s Regal Rexnord RRX Stock Holding History

Avantax Advisory Services’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
2025 Q2	$411K	Sell	2,837 -315	-10%	-$39.5K	﹤0.01%	1704
2025 Q1	$359K	Buy	3,152 +519	+20%	+$72.1K	﹤0.01%	1709
2024 Q4	$408K	Buy	2,633 +158	+6%	+$26.7K	﹤0.01%	1578
2024 Q3	$411K	Buy	2,475 +112	+5%	+$17.3K	﹤0.01%	1551
2024 Q2	$320K	Buy	+2,363	New	+$368K	﹤0.01%	1654

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's RRX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Regal Rexnord (RRX) stake by 10% in Q2 2025, selling an estimated $39.5K and leaving 2,837 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Avantax Advisory Services first reported a position in RRX in Q2 2024 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold RRX as of Q2 2025.

Avantax Advisory Services held 2,837 shares of Regal Rexnord worth $411K as of Q2 2025.
Avantax Advisory Services sold 315 Regal Rexnord shares in Q2 2025, an estimated $39.5K.
Regal Rexnord made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1704 holding.
Avantax Advisory Services first reported a position in Regal Rexnord in Q2 2024 and has held it in 5 quarters since.
465 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.