AWM
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Avior Wealth Management’s Regal Rexnord RRX Stock Holding History

Avior Wealth Management’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 		$512K Buy
2,150
+457
+27% +$95.5K 0.01% 511
2026
Q1 		$317K Sell
1,693
-721
-30% -$134K 0.01% 671
2025
Q4 		$339K Sell
2,414
-935
-28% -$133K 0.01% 577
2025
Q3 		$480K Buy
3,349
+293
+10% +$43.2K 0.02% 452
2025
Q2 		$443K Sell
3,056
-149
-5% -$18.7K 0.02% 462
2025
Q1 		$365K Buy
3,205
+239
+8% +$33.2K 0.01% 497
2024
Q4 		$460K Sell
2,966
-216
-7% -$36.5K 0.02% 471
2024
Q3 		$528K Buy
3,182
+474
+18% +$73.2K 0.02% 436
2024
Q2 		$366K Sell
2,708
-309
-10% -$48.1K 0.02% 516
2024
Q1 		$543K Buy
3,017
+1,187
+65% +$185K 0.03% 421
2023
Q4 		$271K Buy
1,830
+1,812
+10,067% +$229K 0.02% 470
2023
Q3 		$2.57K Hold
18
– – ﹤0.01% 1354
2023
Q2 		$2.77K Buy
+18
New +$2.45K ﹤0.01% 1316
2017
Q1 		– Sell
-20
Closed -$1K – 519
2016
Q4 		$1K Buy
+20
New +$1.32K ﹤0.01% 482

Other funds holding RRX

ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return