Kestra Advisory Services’s Regal Rexnord RRX Stock Holding History

Kestra Advisory Services’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 Q3	$2.42M	Buy	15,625 +135	+0.9%	+$24.4K	0.01%	1309
2026 Q2	$3.69M	Buy	15,490 +48	+0.3%	+$10K	0.01%	1004
2026 Q1	$2.89M	Buy	15,442 +2,049	+15%	+$381K	0.01%	1084
2025 Q4	$1.88M	Buy	+13,393	New	+$1.91M	0.01%	1249
2023 Q1	–	Sell	-1,765	Closed	-$212K	–	2277
2022 Q4	$212K	Buy	1,765 +221	+14%	+$29K	﹤0.01%	1987
2022 Q3	$217K	Buy	+1,544	New	+$207K	﹤0.01%	1820

Other funds holding RRX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Kestra Advisory Services's RRX Position: Q3 2026 in Review

Kestra Advisory Services increased its Regal Rexnord (RRX) stake by 0.87% in Q3 2026, buying an estimated $24.4K and bringing the position to 15,625 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #1309.

Kestra Advisory Services first reported a position in RRX in Q3 2022 and has held it in 6 quarters since. The position peaked at $3.69M in Q2 2026. 270 funds tracked by Wall St. Rank hold RRX as of Q3 2026.

Kestra Advisory Services held 15,625 shares of Regal Rexnord worth $2.42M as of Q3 2026.
Kestra Advisory Services bought 135 Regal Rexnord shares in Q3 2026, an estimated $24.4K.
Regal Rexnord made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1309 holding.
Kestra Advisory Services first reported a position in Regal Rexnord in Q3 2022 and has held it in 6 quarters since.
Kestra Advisory Services's Regal Rexnord position peaked at $3.69M in Q2 2026.
270 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.