Balance Wealth
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Balance Wealth’s Regal Rexnord RRX Stock Holding History

Balance Wealth’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
Q3 		$1.56K Buy
+10
New +$1.8K ﹤0.01% 794

Other funds holding RRX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Balance Wealth's RRX Position: Q3 2026 in Review

Balance Wealth opened a new position in Regal Rexnord (RRX) in Q3 2026: 10 shares worth $1.56K. The stake represents ﹤0.01% of the portfolio and ranks #794 among its holdings.

479 funds tracked by Wall St. Rank hold RRX as of Q3 2026.

  • Balance Wealth held 10 shares of Regal Rexnord worth $1.56K as of Q3 2026.
  • Regal Rexnord was a new Balance Wealth position in Q3 2026.
  • Regal Rexnord made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #794 holding.
  • 479 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.