Corient Private Wealth
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Corient Private Wealth’s Regal Rexnord RRX Stock Holding History

Corient Private Wealth’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 		$646K Sell
3,492
-7,284
-68% -$1.35M ﹤0.01% 1895
2025
Q4 		$1.52M Sell
10,776
-22,270
-67% -$3.17M ﹤0.01% 1671
2025
Q3 		$4.74M Buy
33,046
+28,768
+672% +$4.24M 0.01% 733
2025
Q2 		$620K Buy
4,278
+1,596
+60% +$200K ﹤0.01% 1591
2025
Q1 		$305K Sell
2,682
-3,606
-57% -$501K ﹤0.01% 1840
2024
Q4 		$976K Sell
6,288
-3,324
-35% -$562K ﹤0.01% 1327
2024
Q3 		$1.6M Buy
9,612
+2,297
+31% +$355K ﹤0.01% 1200
2024
Q2 		$989K Sell
7,315
-634
-8% -$98.6K ﹤0.01% 1335
2024
Q1 		$1.43M Sell
7,949
-369
-4% -$57.5K ﹤0.01% 1183
2023
Q4 		$1.23M Buy
8,318
+3,694
+80% +$466K ﹤0.01% 1212
2023
Q3 		$661K Buy
4,624
+13
+0.3% +$2K ﹤0.01% 1350
2023
Q2 		$710K Sell
4,611
-4,303
-48% -$586K ﹤0.01% 1286
2023
Q1 		$1.25M Buy
8,914
+4,784
+116% +$693K ﹤0.01% 1006
2022
Q4 		$496K Buy
+4,130
New +$541K ﹤0.01% 1148

Other funds holding RRX

BlackRock
BlackRock New York $5.7T 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