CM Wealth Advisors
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CM Wealth Advisors’s Regal Rexnord RRX Stock Holding History

CM Wealth 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
Q3 		$208K Hold
1,339
– – 0.03% 187
2026
Q2 		$319K Sell
1,339
-426
-24% -$89K 0.06% 138
2026
Q1 		$331K Sell
1,765
-63
-3% -$11.7K 0.07% 104
2025
Q4 		$257K Buy
+1,828
New +$260K 0.06% 125
2024
Q2 		– Sell
-1,552
Closed -$244K – 156
2024
Q1 		$244K Buy
+1,552
New +$242K 0.07% 154
2023
Q2 		– Sell
-4,327
Closed -$546K – 378
2023
Q1 		$546K Buy
+4,327
New +$626K 0.11% 240

Other funds holding RRX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

CM Wealth Advisors's RRX Position: Q3 2026 in Review

CM Wealth Advisors held its Regal Rexnord (RRX) position steady in Q3 2026 at 1,339 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #187.

CM Wealth Advisors first reported a position in RRX in Q1 2023 and has held it in 6 quarters since. The position peaked at $546K in Q1 2023. 343 funds tracked by Wall St. Rank hold RRX as of Q3 2026.

  • CM Wealth Advisors held 1,339 shares of Regal Rexnord worth $208K as of Q3 2026.
  • CM Wealth Advisors left its Regal Rexnord share count unchanged in Q3 2026.
  • Regal Rexnord made up 0.03% of CM Wealth Advisors's portfolio in Q3 2026, its #187 holding.
  • CM Wealth Advisors first reported a position in Regal Rexnord in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's Regal Rexnord position peaked at $546K in Q1 2023.
  • 343 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.