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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

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

Avior Wealth Management's RRX Position: Q2 2026 in Review

Avior Wealth Management increased its Regal Rexnord (RRX) stake by 27% in Q2 2026, buying an estimated $95.5K and bringing the position to 2,150 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #511.

Avior Wealth Management first reported a position in RRX in Q4 2016 and has held it in 14 quarters since. The position peaked at $543K in Q1 2024. 611 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Avior Wealth Management held 2,150 shares of Regal Rexnord worth $512K as of Q2 2026.
  • Avior Wealth Management bought 457 Regal Rexnord shares in Q2 2026, an estimated $95.5K.
  • Regal Rexnord made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Avior Wealth Management first reported a position in Regal Rexnord in Q4 2016 and has held it in 14 quarters since.
  • Avior Wealth Management's Regal Rexnord position peaked at $543K in Q1 2024.
  • 611 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.