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 Q2	$17K	Hold	71	–	–	﹤0.01%	738
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 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

Capital Advisors Ltd's RRX Position: Q2 2026 in Review

Capital Advisors Ltd held its Regal Rexnord (RRX) position steady in Q2 2026 at 71 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Capital Advisors Ltd first reported a position in RRX in Q3 2022 and has held it in 16 quarters since. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

Capital Advisors Ltd held 71 shares of Regal Rexnord worth $17K as of Q2 2026.
Capital Advisors Ltd left its Regal Rexnord share count unchanged in Q2 2026.
Regal Rexnord made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #738 holding.
Capital Advisors Ltd first reported a position in Regal Rexnord in Q3 2022 and has held it in 16 quarters since.
608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.