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 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 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return