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Key Financial Inc’s Regal Rexnord RRX Stock Holding History

Key Financial Inc’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
Q1 		$5.24K Sell
28
-3
-10% -$558 ﹤0.01% 1024
2025
Q4 		$4.35K Hold
31
– – ﹤0.01% 1060
2025
Q3 		$4.44K Buy
31
+3
+11% +$442 ﹤0.01% 1064
2025
Q2 		$4.06K Hold
28
– – ﹤0.01% 1078
2025
Q1 		$3.19K Hold
28
– – ﹤0.01% 1084
2024
Q4 		$4.34K Hold
28
– – ﹤0.01% 1032
2024
Q3 		$4.64K Hold
28
– – ﹤0.01% 991
2024
Q2 		$3.79K Hold
28
– – ﹤0.01% 1021
2024
Q1 		$5.04K Hold
28
– – ﹤0.01% 941
2023
Q4 		$4.14K Hold
28
– – ﹤0.01% 985
2023
Q3 		$4K Hold
28
– – ﹤0.01% 985
2023
Q2 		$4.31K Buy
+28
New +$3.81K ﹤0.01% 980

Other funds holding RRX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return