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Cornerstone Planning Group’s Regal Rexnord RRX Stock Holding History

Cornerstone Planning Group’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 		$644 Hold
3
– – ﹤0.01% 1623
2026
Q1 		$667 Buy
+3
New +$558 ﹤0.01% 1573
2025
Q2 		– Sell
-3
Closed -$308 – 1660
2025
Q1 		$308 Sell
3
-2
-40% -$278 ﹤0.01% 1404
2024
Q4 		$815 Buy
5
+2
+67% +$338 ﹤0.01% 1007
2024
Q3 		$508 Hold
3
– – ﹤0.01% 1084
2024
Q2 		$441 Hold
3
– – ﹤0.01% 1097
2024
Q1 		$496 Hold
3
– – ﹤0.01% 941
2023
Q4 		$444 Hold
3
– – ﹤0.01% 788
2023
Q3 		$429 Buy
+3
New +$462 ﹤0.01% 915

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

Cornerstone Planning Group's RRX Position: Q2 2026 in Review

Cornerstone Planning Group held its Regal Rexnord (RRX) position steady in Q2 2026 at 3 shares worth $644. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Cornerstone Planning Group first reported a position in RRX in Q3 2023 and has held it in 9 quarters since. The position peaked at $815 in Q4 2024. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Cornerstone Planning Group held 3 shares of Regal Rexnord worth $644 as of Q2 2026.
  • Cornerstone Planning Group left its Regal Rexnord share count unchanged in Q2 2026.
  • Regal Rexnord made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1623 holding.
  • Cornerstone Planning Group first reported a position in Regal Rexnord in Q3 2023 and has held it in 9 quarters since.
  • Cornerstone Planning Group's Regal Rexnord position peaked at $815 in Q4 2024.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.