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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JFS Wealth Advisors's RRX Position: Q2 2026 in Review

JFS Wealth Advisors increased its Regal Rexnord (RRX) stake by 7.1% in Q2 2026, buying an estimated $418 and bringing the position to 30 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

JFS Wealth Advisors first reported a position in RRX in Q4 2021 and has held it in 19 quarters since. The position peaked at $13K in Q1 2022. 608 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • JFS Wealth Advisors held 30 shares of Regal Rexnord worth $7.15K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Regal Rexnord shares in Q2 2026, an estimated $418.
  • Regal Rexnord made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1147 holding.
  • JFS Wealth Advisors first reported a position in Regal Rexnord in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Regal Rexnord position peaked at $13K in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.