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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
2025
Q1 		– Sell
-2,369
Closed -$368K – 1405
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

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

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. 610 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.
  • 610 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.