Forum Financial Management’s Regal Rexnord RRX Stock Holding History

Forum Financial 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 Q1	–	Sell	-2,359	Closed	-$331K	–	860
2025 Q4	$331K	Buy	2,359 +143	+6%	+$20.3K	﹤0.01%	697
2025 Q3	$318K	Buy	2,216 +675	+44%	+$99.5K	﹤0.01%	708
2025 Q2	$223K	Buy	+1,541	New	+$193K	﹤0.01%	843
2025 Q1	–	Sell	-1,977	Closed	-$307K	–	925
2024 Q4	$307K	Buy	1,977 +163	+9%	+$27.5K	0.01%	602
2024 Q3	$301K	Sell	1,814 -4	-0.2%	-$618	0.01%	515
2024 Q2	$246K	Buy	1,818 +7	+0.4%	+$1.09K	﹤0.01%	567
2024 Q1	$326K	Hold	1,811	–	–	0.01%	467
2023 Q4	$268K	Hold	1,811	–	–	0.01%	504
2023 Q3	$259K	Hold	1,811	–	–	0.01%	471
2023 Q2	$279K	Hold	1,811	–	–	0.01%	462
2023 Q1	$255K	Hold	1,811	–	–	0.01%	460
2022 Q4	$217K	Hold	1,811	–	–	0.01%	518
2022 Q3	$254K	Hold	1,811	–	–	0.01%	404
2022 Q2	$206K	Buy	+1,811	New	+$230K	0.01%	518
2022 Q1	–	Sell	-1,336	Closed	-$227K	–	668
2021 Q4	$227K	Buy	+1,336	New	+$212K	0.01%	556

Other funds holding RRX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forum Financial Management's RRX Position: Q1 2026 in Review

Forum Financial Management sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 2,359 shares — an estimated $331K sold.

Forum Financial Management first reported a position in RRX in Q4 2021 and held it in 15 quarters. The position peaked at $331K in Q4 2025. 546 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

Forum Financial Management reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 2,359 Regal Rexnord shares in Q1 2026, an estimated $331K.
Forum Financial Management first reported a position in Regal Rexnord in Q4 2021 and held it in 15 quarters.
Forum Financial Management's Regal Rexnord position peaked at $331K in Q4 2025.
546 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.