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Bernard Wealth Management’s Regal Rexnord RRX Stock Holding History

Bernard 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 		$47.6K Hold
200
– – 0.02% 138
2026
Q1 		$37.5K Hold
200
– – 0.02% 145
2025
Q4 		$28.1K Hold
200
– – 0.01% 165
2025
Q3 		$28.7K Hold
200
– – 0.01% 160
2025
Q2 		$29K Hold
200
– – 0.01% 157
2025
Q1 		$22.8K Hold
200
– – 0.01% 173
2024
Q4 		$31K Buy
+200
New +$33.8K 0.01% 155

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

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

Bernard Wealth Management held its Regal Rexnord (RRX) position steady in Q2 2026 at 200 shares worth $47.6K. The position accounts for 0.02% of the portfolio, ranked #138.

Bernard Wealth Management first reported a position in RRX in Q4 2024 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Bernard Wealth Management held 200 shares of Regal Rexnord worth $47.6K as of Q2 2026.
  • Bernard Wealth Management left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up 0.02% of Bernard Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Bernard Wealth Management first reported a position in Regal Rexnord in Q4 2024 and has held it in 7 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.