Burney Company’s Regal Rexnord RRX Stock Holding History

Burney Company’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	$218K	Buy	+914	New	+$191K	0.01%	586
2022 Q2	–	Sell	-1,794	Closed	-$267K	–	574
2022 Q1	$267K	Buy	1,794 +43	+2%	+$6.89K	0.01%	508
2021 Q4	$298K	Buy	1,751 +38	+2%	+$6.02K	0.01%	494
2021 Q3	$258K	Buy	1,713 +109	+7%	+$15.6K	0.01%	508
2021 Q2	$214K	Hold	1,604	–	–	0.01%	563
2021 Q1	$229K	Buy	+1,604	New	+$220K	0.01%	527
2020 Q3	–	Sell	-3,230	Closed	-$282K	–	518
2020 Q2	$282K	Hold	3,230	–	–	0.02%	412
2020 Q1	$203K	Sell	3,230 -806	-20%	-$63.2K	0.02%	404
2019 Q4	$346K	Hold	4,036	–	–	0.02%	377
2019 Q3	$294K	Buy	4,036 +906	+29%	+$68.4K	0.02%	380
2019 Q2	$256K	Buy	+3,130	New	+$252K	0.02%	403
2014 Q1	–	Sell	-3,095	Closed	-$228K	–	410
2013 Q4	$228K	Sell	3,095 -650	-17%	-$47.1K	0.02%	389
2013 Q3	$254K	Sell	3,745 -430	-10%	-$28.6K	0.03%	362
2013 Q2	$271K	Buy	+4,175	New	+$292K	0.03%	343

Other funds holding RRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burney Company's RRX Position: Q2 2026 in Review

Burney Company opened a new position in Regal Rexnord (RRX) in Q2 2026: 914 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #586 among its holdings. This is a return to the name: Burney Company previously reported a position in RRX as recently as Q1 2022.

Burney Company first reported a position in RRX in Q2 2013 and has held it in 14 quarters since. The position peaked at $346K in Q4 2019. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

Burney Company held 914 shares of Regal Rexnord worth $218K as of Q2 2026.
Regal Rexnord was a new Burney Company position in Q2 2026.
Regal Rexnord made up 0.01% of Burney Company's portfolio in Q2 2026, its #586 holding.
Burney Company first reported a position in Regal Rexnord in Q2 2013 and has held it in 14 quarters since.
Burney Company's Regal Rexnord position peaked at $346K in Q4 2019.
610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.