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Corient IA’s Regal Rexnord RRX Stock Holding History

Corient IA’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 		$319K Hold
1,340
– – 0.29% 107
2026
Q1 		$251K Sell
1,340
-160
-11% -$29.7K 0.24% 166
2025
Q4 		$210K Hold
1,500
– – 0.2% 197
2025
Q3 		$215K Sell
1,500
-2,250
-60% -$332K 0.16% 226
2025
Q2 		$544K Buy
+3,750
New +$470K 0.32% 106

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

Corient IA's RRX Position: Q2 2026 in Review

Corient IA held its Regal Rexnord (RRX) position steady in Q2 2026 at 1,340 shares worth $319K. The position accounts for 0.29% of the portfolio, ranked #107.

Corient IA first reported a position in RRX in Q2 2025 and has held it in 5 quarters since. The position peaked at $544K in Q2 2025. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Corient IA held 1,340 shares of Regal Rexnord worth $319K as of Q2 2026.
  • Corient IA left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up 0.29% of Corient IA's portfolio in Q2 2026, its #107 holding.
  • Corient IA first reported a position in Regal Rexnord in Q2 2025 and has held it in 5 quarters since.
  • Corient IA's Regal Rexnord position peaked at $544K in Q2 2025.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.