LFP
RRX icon

Leeward Financial Partners’s Regal Rexnord RRX Stock Holding History

Leeward Financial Partners’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 		$534K Sell
2,243
-44
-2% -$9.19K 0.14% 71
2026
Q1 		$428K Hold
2,287
– – 0.13% 68
2025
Q4 		$321K Hold
2,287
– – 0.09% 80
2025
Q3 		$328K Hold
2,287
– – 0.09% 83
2025
Q2 		$332K Sell
2,287
-75
-3% -$9.41K 0.11% 78
2025
Q1 		$269K Hold
2,362
– – 0.1% 72
2024
Q4 		$366K Hold
2,362
– – 0.13% 67
2024
Q3 		$392K Hold
2,362
– – 0.15% 65
2024
Q2 		$319K Hold
2,362
– – 0.13% 67
2024
Q1 		$425K Hold
2,362
– – 0.18% 64
2023
Q4 		$350K Buy
+2,362
New +$298K 0.17% 64

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

Leeward Financial Partners's RRX Position: Q2 2026 in Review

Leeward Financial Partners reduced its Regal Rexnord (RRX) stake by 1.9% in Q2 2026, selling an estimated $9.19K and leaving 2,243 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #71.

Leeward Financial Partners first reported a position in RRX in Q4 2023 and has held it in 11 quarters since. 602 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Leeward Financial Partners held 2,243 shares of Regal Rexnord worth $534K as of Q2 2026.
  • Leeward Financial Partners sold 44 Regal Rexnord shares in Q2 2026, an estimated $9.19K.
  • Regal Rexnord made up 0.14% of Leeward Financial Partners's portfolio in Q2 2026, its #71 holding.
  • Leeward Financial Partners first reported a position in Regal Rexnord in Q4 2023 and has held it in 11 quarters since.
  • 602 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.