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Charter Oak Advisors’s Regal Rexnord RRX Stock Holding History

Charter Oak Advisors’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 		$14.9M Buy
+62,628
New +$13.1M 8.21% 6

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

Charter Oak Advisors's RRX Position: Q2 2026 in Review

Charter Oak Advisors opened a new position in Regal Rexnord (RRX) in Q2 2026: 62,628 shares worth $14.9M. The stake represents 8.21% of the portfolio and ranks #6 among its holdings.

602 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Charter Oak Advisors held 62,628 shares of Regal Rexnord worth $14.9M as of Q2 2026.
  • Regal Rexnord was a new Charter Oak Advisors position in Q2 2026.
  • Regal Rexnord made up 8.21% of Charter Oak Advisors's portfolio in Q2 2026, its #6 holding.
  • 602 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Charter Oak Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.