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BFC Planning, Inc.’s Regal Rexnord RRX Stock Holding History

BFC Planning, 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 		$122K Buy
513
+65
+15% +$13.6K 0.01% 1143
2026
Q1 		$83.9K Sell
448
-1
-0.2% -$186 ﹤0.01% 1166
2025
Q4 		$63K Buy
449
+4
+0.9% +$569 ﹤0.01% 1278
2025
Q3 		$63.8K Buy
445
+106
+31% +$15.6K ﹤0.01% 1094
2025
Q2 		$49.1K Buy
+339
New +$42.5K ﹤0.01% 1135

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s RRX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Regal Rexnord (RRX) stake by 15% in Q2 2026, buying an estimated $13.6K and bringing the position to 513 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #1143.

BFC Planning, Inc. first reported a position in RRX in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • BFC Planning, Inc. held 513 shares of Regal Rexnord worth $122K as of Q2 2026.
  • BFC Planning, Inc. bought 65 Regal Rexnord shares in Q2 2026, an estimated $13.6K.
  • Regal Rexnord made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1143 holding.
  • BFC Planning, Inc. first reported a position in Regal Rexnord in Q2 2025 and has held it in 5 quarters since.
  • 614 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.