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FORA Capital’s Regal Rexnord RRX Stock Holding History

FORA Capital’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 		$1.09M Buy
+5,817
New +$1.08M 0.08% 227
2025
Q4 		– Sell
-1,983
Closed -$284K – 625
2025
Q3 		$284K Buy
+1,983
New +$292K 0.05% 381
2025
Q2 		– Sell
-4,724
Closed -$538K – 665
2025
Q1 		$538K Buy
+4,724
New +$656K 0.05% 319
2024
Q3 		– Sell
-7,277
Closed -$984K – 546
2024
Q2 		$984K Buy
+7,277
New +$1.13M 0.12% 215
2023
Q1 		– Sell
-12,020
Closed -$1.44M – 672
2022
Q4 		$1.44M Buy
+12,020
New +$1.58M 0.23% 118
2022
Q3 		– Sell
-5,502
Closed -$625K – 541
2022
Q2 		$625K Buy
5,502
+2,002
+57% +$255K 0.12% 207
2022
Q1 		$531K Buy
+3,500
New +$561K 0.1% 273

Other funds holding RRX

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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