Key Client Fiduciary Advisors’s Regal Rexnord RRX Stock Holding History

Key Client Fiduciary 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
2024 Q4	–	Sell	-1,541	Closed	-$256K	–	203
2024 Q3	$256K	Hold	1,541	–	–	0.12%	167
2024 Q2	$208K	Hold	1,541	–	–	0.11%	174
2024 Q1	$278K	Hold	1,541	–	–	0.15%	143
2023 Q4	$228K	Hold	1,541	–	–	0.13%	154
2023 Q3	$220K	Hold	1,541	–	–	0.14%	152
2023 Q2	$237K	Buy	+1,541	New	+$210K	0.14%	150

Other funds holding RRX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Victory Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return