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B. Riley Wealth Advisors’s Regal Rexnord RRX Stock Holding History

B. Riley Wealth Advisors’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
+971
New +$203K 0.01% 754
2024
Q4 		$368K Buy
2,369
+264
+13% +$44.6K 0.01% 792
2024
Q3 		$347K Sell
2,105
-47
-2% -$7.26K 0.01% 887
2024
Q2 		$292K Buy
+2,152
New +$335K 0.01% 1040

Other funds holding RRX

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

B. Riley Wealth Advisors's RRX Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Regal Rexnord (RRX) in Q2 2026: 971 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in RRX as recently as Q4 2024.

B. Riley Wealth Advisors first reported a position in RRX in Q2 2024 and has held it in 4 quarters since. The position peaked at $368K in Q4 2024. 60 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • B. Riley Wealth Advisors held 971 shares of Regal Rexnord worth $214K as of Q2 2026.
  • Regal Rexnord was a new B. Riley Wealth Advisors position in Q2 2026.
  • Regal Rexnord made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #754 holding.
  • B. Riley Wealth Advisors first reported a position in Regal Rexnord in Q2 2024 and has held it in 4 quarters since.
  • B. Riley Wealth Advisors's Regal Rexnord position peaked at $368K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.