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Avantax Planning Partners’s Regal Rexnord RRX Stock Holding History

Avantax Planning Partners’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 		$214K Buy
+900
New +$188K 0.01% 434
2018
Q2 		– Sell
-14
Closed -$1K – 1217
2018
Q1 		$1K Buy
+14
New +$1.05K ﹤0.01% 1745

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 $3.37T AUM 44.26% 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

Avantax Planning Partners's RRX Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Regal Rexnord (RRX) in Q2 2026: 900 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in RRX as recently as Q1 2018.

Avantax Planning Partners first reported a position in RRX in Q1 2018 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Avantax Planning Partners held 900 shares of Regal Rexnord worth $214K as of Q2 2026.
  • Regal Rexnord was a new Avantax Planning Partners position in Q2 2026.
  • Regal Rexnord made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #434 holding.
  • Avantax Planning Partners first reported a position in Regal Rexnord in Q1 2018 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.