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Capital Advisors Ltd’s Regal Rexnord RRX Stock Holding History

Capital Advisors Ltd’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
Q1 		$13K Hold
71
– – ﹤0.01% 780
2025
Q4 		$10K Hold
71
– – ﹤0.01% 822
2025
Q3 		$10K Hold
71
– – ﹤0.01% 810
2025
Q2 		$10K Buy
71
+60
+545% +$7.53K ﹤0.01% 798
2025
Q1 		$1K Buy
11
+1
+10% +$139 ﹤0.01% 1259
2024
Q4 		$2K Hold
10
– – ﹤0.01% 1109
2024
Q3 		$2K Hold
10
– – ﹤0.01% 1100
2024
Q2 		$1K Hold
10
– – ﹤0.01% 1279
2024
Q1 		$2K Hold
10
– – ﹤0.01% 1071
2023
Q4 		$1K Hold
10
– – ﹤0.01% 1211
2023
Q3 		$1K Hold
10
– – ﹤0.01% 1204
2023
Q2 		$2K Sell
10
-13
-57% -$1.77K ﹤0.01% 1045
2023
Q1 		$3K Buy
23
+13
+130% +$1.88K ﹤0.01% 837
2022
Q4 		$1K Sell
10
-19
-66% -$2.49K ﹤0.01% 1075
2022
Q3 		$4K Buy
+29
New +$3.9K ﹤0.01% 699

Other funds holding RRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return