Jefferies Financial Group’s Regal Rexnord RRX Stock Holding History

Jefferies Financial Group’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
2023 Q1	–	Sell	-20,000	Closed	-$2.4M	–	1946
2022 Q4	$2.4M	Buy	+20,000	New	+$2.62M	0.02%	596

Other funds holding RRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jefferies Financial Group's RRX Position: Q1 2026 in Review

Jefferies Financial Group sold out of Regal Rexnord (RRX) in Q1 2026, closing a stake of 3,600 shares — an estimated $505K sold.

Jefferies Financial Group first reported a position in RRX in Q1 2023 and held it in 5 quarters. The position peaked at $1.43M in Q4 2024. 544 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

Jefferies Financial Group reported no remaining Regal Rexnord position as of Q1 2026 after selling out during the quarter.
Jefferies Financial Group sold 3,600 Regal Rexnord shares in Q1 2026, an estimated $505K.
Jefferies Financial Group first reported a position in Regal Rexnord in Q1 2023 and held it in 5 quarters.
Jefferies Financial Group's Regal Rexnord position peaked at $1.43M in Q4 2024.
544 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.