EI
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Ethic Inc’s Regal Rexnord RRX Stock Holding History

Ethic Inc’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 		$763K Buy
3,202
+672
+27% +$140K 0.01% 808
2026
Q1 		$474K Buy
+2,530
New +$470K 0.01% 892
2025
Q4 		– Sell
-3,525
Closed -$506K – 1265
2025
Q3 		$506K Buy
3,525
+2,077
+143% +$306K 0.01% 836
2025
Q2 		$212K Sell
1,448
-2,538
-64% -$318K ﹤0.01% 1101
2025
Q1 		$457K Sell
3,986
-561
-12% -$77.9K 0.01% 816
2024
Q4 		$705K Sell
4,547
-5
-0.1% -$845 0.01% 695
2024
Q3 		$820K Buy
4,552
+104
+2% +$16.1K 0.02% 624
2024
Q2 		$601K Sell
4,448
-104
-2% -$16.2K 0.01% 718
2024
Q1 		$820K Buy
4,552
+41
+0.9% +$6.39K 0.02% 624
2023
Q4 		$668K Buy
4,511
+296
+7% +$37.3K 0.02% 651
2023
Q3 		$602K Sell
4,215
-433
-9% -$66.6K 0.02% 619
2023
Q2 		$715K Sell
4,648
-1,625
-26% -$221K 0.03% 547
2023
Q1 		$883K Buy
6,273
+1,914
+44% +$277K 0.04% 475
2022
Q4 		$523K Sell
4,359
-234
-5% -$30.7K 0.03% 564
2022
Q3 		$645K Buy
4,593
+1,521
+50% +$204K 0.04% 429
2022
Q2 		$349K Buy
3,072
+165
+6% +$21K 0.02% 585
2022
Q1 		$433K Buy
2,907
+757
+35% +$121K 0.03% 505
2021
Q4 		$366K Buy
+2,150
New +$340K 0.03% 477

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

Ethic Inc's RRX Position: Q2 2026 in Review

Ethic Inc increased its Regal Rexnord (RRX) stake by 27% in Q2 2026, buying an estimated $140K and bringing the position to 3,202 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #808.

Ethic Inc first reported a position in RRX in Q4 2021 and has held it in 18 quarters since. The position peaked at $883K in Q1 2023. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Ethic Inc held 3,202 shares of Regal Rexnord worth $763K as of Q2 2026.
  • Ethic Inc bought 672 Regal Rexnord shares in Q2 2026, an estimated $140K.
  • Regal Rexnord made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #808 holding.
  • Ethic Inc first reported a position in Regal Rexnord in Q4 2021 and has held it in 18 quarters since.
  • Ethic Inc's Regal Rexnord position peaked at $883K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.