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EP Wealth Advisors’s Regal Rexnord RRX Stock Holding History

EP 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
Q2 		– Sell
-2,089
Closed -$391K – 1856
2026
Q1 		$391K Sell
2,089
-424
-17% -$78.8K ﹤0.01% 1016
2025
Q4 		$353K Buy
+2,513
New +$358K ﹤0.01% 1045
2025
Q2 		$358K Buy
+2,471
New +$310K ﹤0.01% 923

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

EP Wealth Advisors's RRX Position: Q2 2026 in Review

EP Wealth Advisors sold out of Regal Rexnord (RRX) in Q2 2026, closing a stake of 2,089 shares — an estimated $391K sold.

EP Wealth Advisors first reported a position in RRX in Q2 2025 and held it in 3 quarters. The position peaked at $391K in Q1 2026. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • EP Wealth Advisors reported no remaining Regal Rexnord position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 2,089 Regal Rexnord shares in Q2 2026, an estimated $391K.
  • EP Wealth Advisors first reported a position in Regal Rexnord in Q2 2025 and held it in 3 quarters.
  • EP Wealth Advisors's Regal Rexnord position peaked at $391K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.