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Evergreen Capital Management’s Regal Rexnord RRX Stock Holding History

Evergreen Capital Management’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 		$710K Sell
2,977
-1
-0% -$209 0.01% 702
2026
Q1 		$559K Buy
2,978
+324
+12% +$60.2K 0.01% 720
2025
Q4 		$373K Buy
+2,654
New +$378K 0.01% 913

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

Evergreen Capital Management's RRX Position: Q2 2026 in Review

Evergreen Capital Management reduced its Regal Rexnord (RRX) stake by 0.03% in Q2 2026, selling an estimated $209 and leaving 2,977 shares worth $710K. The position accounts for 0.01% of the portfolio, ranked #702.

Evergreen Capital Management first reported a position in RRX in Q4 2025 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Evergreen Capital Management held 2,977 shares of Regal Rexnord worth $710K as of Q2 2026.
  • Evergreen Capital Management sold 1 Regal Rexnord share in Q2 2026, an estimated $209.
  • Regal Rexnord made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #702 holding.
  • Evergreen Capital Management first reported a position in Regal Rexnord in Q4 2025 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.