Cerity Partners
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Cerity Partners’s Regal Rexnord RRX Stock Holding History

Cerity Partners’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 		$775K Buy
4,142
+1,374
+50% +$255K ﹤0.01% 2007
2025
Q4 		$388K Buy
+2,768
New +$394K ﹤0.01% 2258
2025
Q1 		– Sell
-2,146
Closed -$353K – 2604
2024
Q4 		$353K Sell
2,146
-486
-18% -$82.1K ﹤0.01% 1952
2024
Q3 		$436K Buy
2,632
+276
+12% +$42.6K ﹤0.01% 1846
2024
Q2 		$319K Sell
2,356
-986
-30% -$153K ﹤0.01% 1785
2024
Q1 		$602K Buy
+3,342
New +$521K ﹤0.01% 1515

Other funds holding RRX

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cerity Partners's RRX Position: Q1 2026 in Review

Cerity Partners increased its Regal Rexnord (RRX) stake by 50% in Q1 2026, buying an estimated $255K and bringing the position to 4,142 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Cerity Partners first reported a position in RRX in Q1 2024 and has held it in 6 quarters since. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Cerity Partners held 4,142 shares of Regal Rexnord worth $775K as of Q1 2026.
  • Cerity Partners bought 1,374 Regal Rexnord shares in Q1 2026, an estimated $255K.
  • Regal Rexnord made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2007 holding.
  • Cerity Partners first reported a position in Regal Rexnord in Q1 2024 and has held it in 6 quarters since.
  • 544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.