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Golden State Equity Partners’s Regal Rexnord RRX Stock Holding History

Golden State Equity Partners’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
-1,554
Closed -$218K – 2039
2025
Q4 		$218K Sell
1,554
-216
-12% -$30.7K 0.04% 463
2025
Q3 		$254K Buy
1,770
+359
+25% +$52.9K 0.04% 385
2025
Q2 		$205K Buy
+1,411
New +$177K 0.04% 409
2025
Q1 		– Sell
-1,432
Closed -$222K – 470
2024
Q4 		$222K Sell
1,432
-106
-7% -$17.9K 0.04% 390
2024
Q3 		$255K Buy
+1,538
New +$238K 0.13% 153

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VCM
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VPM
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Dimensional Fund Advisors
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State Street
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Invesco
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return