JFS Wealth Advisors’s Regal Rexnord RRX Stock Holding History

JFS Wealth Advisors’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	$7.15K	Buy	30 +2	+7%	+$418	﹤0.01%	1147
2026 Q1	$5.25K	Sell	28 -8	-22%	-$1.49K	﹤0.01%	1180
2025 Q4	$5.06K	Buy	36 +28	+350%	+$3.98K	﹤0.01%	1236
2025 Q3	$1.15K	Hold	8	–	–	﹤0.01%	1593
2025 Q2	$1.16K	Sell	8 -7	-47%	-$878	﹤0.01%	1534
2025 Q1	$1.71K	Sell	15 -17	-53%	-$2.36K	﹤0.01%	1519
2024 Q4	$4.96K	Buy	32 +5	+19%	+$845	﹤0.01%	1127
2024 Q3	$4.48K	Buy	27 +8	+42%	+$1.24K	﹤0.01%	1163
2024 Q2	$2.57K	Hold	19	–	–	﹤0.01%	1342
2024 Q1	$3.42K	Hold	19	–	–	﹤0.01%	1244
2023 Q4	$2.81K	Buy	19 +10	+111%	+$1.26K	﹤0.01%	1285
2023 Q3	$1.29K	Buy	9 +5	+125%	+$770	﹤0.01%	1519
2023 Q2	$616	Hold	4	–	–	﹤0.01%	1720
2023 Q1	$563	Buy	4 +1	+33%	+$145	﹤0.01%	1707
2022 Q4	$360	Sell	3 -20	-87%	-$2.62K	﹤0.01%	1781
2022 Q3	$3K	Sell	23 -6	-21%	-$806	﹤0.01%	1230
2022 Q2	$3K	Sell	29 -57	-66%	-$7.25K	﹤0.01%	1229
2022 Q1	$13K	Buy	86 +75	+682%	+$12K	﹤0.01%	715
2021 Q4	$2K	Buy	+11	New	+$1.74K	﹤0.01%	1150

Other funds holding RRX

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return